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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 | $185,214 | $172,111+7.6% | $150,298+23.2% | $137,256+34.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.51% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $42,377 | $4,636+814.0% | $4,154+920.1% | $4,156+919.7% |
| Participant deferral / active EE | $70,787 | $6,166+1048.1% | $5,453+1198.2% | $6,407+1004.9% |
| Admin fee / account holder | $3,905 | $16,471-76.3% | $14,116-72.3% | $12,270-68.2% |