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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 | $66,559 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 17.68% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,247 | $4,804-11.6% | $4,554-6.8% | $4,156+2.2% |
| Participant deferral / active EE | $9,782 | $8,216+19.1% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $697 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |