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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 | $86,504 | $162,136-46.6% | $152,301-43.2% | $154,746-44.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.12% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $8,926 | $4,890+82.5% | $4,624+93.0% | $4,379+103.8% |
| Participant deferral / active EE | $58,324 | $8,341+599.3% | $8,004+628.7% | $6,730+766.6% |
| Admin fee / account holder | $864 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |