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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 | $176,705 | $116,203+52.1% | $93,621+88.7% | $152,909+15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.58% | 35.96%-12.4pp | 32.76%-9.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,532 | $3,219-52.4% | $2,719-43.7% | $4,764-67.8% |
| Participant deferral / active EE | $3,756 | $4,605-18.4% | $4,070-7.7% | $5,851-35.8% |
| Admin fee / account holder | $2,511 | $10,751-76.6% | $7,890-68.2% | $11,601-78.4% |