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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 | $12,510 | $97,125-87.1% | $86,233-85.5% | $137,256-90.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,523 | $2,841-11.2% | $2,504+0.7% | $4,156-39.3% |
| Participant deferral / active EE | $13,680 | $5,180+164.1% | $4,559+200.1% | $6,407+113.5% |
| Admin fee / account holder | $2,421 | $9,725-75.1% | $8,342-71.0% | $12,270-80.3% |