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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 | $164,483 | $139,948+17.5% | $121,663+35.2% | $154,746+6.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.06% | 230.52%-221.5pp | 147.54%-138.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,116 | $3,521-39.9% | $3,020-29.9% | $4,379-51.7% |
| Participant deferral / active EE | $9,325 | $5,629+65.7% | $4,887+90.8% | $6,730+38.5% |
| Admin fee / account holder | $10,140 | $17,321-41.5% | $14,289-29.0% | $14,365-29.4% |