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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 | $178,014 | $112,729+57.9% | $98,716+80.3% | $137,256+29.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.57% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $16,820 | $2,725+517.2% | $2,279+638.2% | $4,156+304.7% |
| Participant deferral / active EE | $23,705 | $4,640+410.9% | $4,048+485.6% | $6,407+270.0% |
| Admin fee / account holder | $971 | $10,129-90.4% | $8,703-88.8% | $12,270-92.1% |