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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 | $91,885 | $156,398-41.2% | $147,318-37.6% | $138,895-33.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.45% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $34,719 | $4,853+615.4% | $4,593+655.9% | $4,194+727.8% |
| Participant deferral / active EE | $107,895 | $8,237+1209.8% | $7,906+1264.7% | $6,396+1586.9% |
| Admin fee / account holder | $64,142 | $14,976+328.3% | $13,708+367.9% | $12,562+410.6% |