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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 | $60,690 | $212,386-71.4% | $199,883-69.6% | $138,895-56.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.98% | 47.75%-32.8pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,008 | $6,625-69.7% | $6,261-67.9% | $4,194-52.1% |
| Participant deferral / active EE | $8,264 | $9,617-14.1% | $9,138-9.6% | $6,396+29.2% |
| Admin fee / account holder | $766 | $18,233-95.8% | $17,268-95.6% | $12,562-93.9% |