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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 | $130,747 | $182,442-28.3% | $163,379-20.0% | $138,895-5.9% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.8%-4.1pp | 79.9%-7.2pp |
| Annual return | 13.70% | 72.74%-59.0pp | 63.41%-49.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,056 | $10,396+16.0% | $9,818+22.8% | $12,562-4.0% |