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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 | $162,136-58.9% | $152,301-56.3% | $154,746-57.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 17.68% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,247 | $4,890-13.2% | $4,624-8.2% | $4,379-3.0% |
| Participant deferral / active EE | $9,782 | $8,341+17.3% | $8,004+22.2% | $6,730+45.3% |
| Admin fee / account holder | $697 | $15,759-95.6% | $14,398-95.2% | $14,365-95.1% |