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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 | $91,038 | $148,629-38.7% | $135,982-33.1% | $139,487-34.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.04% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,009 | $5,247-61.7% | $4,859-58.7% | $4,755-57.7% |
| Participant deferral / active EE | $6,025 | $8,102-25.6% | $7,760-22.4% | $6,713-10.2% |
| Admin fee / account holder | $18,118 | $12,406+46.0% | $10,767+68.3% | $11,407+58.8% |