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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,737 | $108,942+16.3% | $100,415+26.2% | $145,897-13.1% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 31.80% | 58.27%-26.5pp | 49.47%-17.7pp | 552.29%-520.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,597 | $9,702-73.2% | $7,906-67.1% | $13,390-80.6% |