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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 | $164,849 | $196,972-16.3% | $182,262-9.6% | $198,609-17.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.75% | 158.27%-152.5pp | 140.60%-134.8pp | 202.70%-196.9pp |
| Employer contribution / active EE | $25,141 | $5,364+368.7% | $5,046+398.3% | $5,055+397.3% |
| Participant deferral / active EE | $36,799 | $8,643+325.8% | $8,276+344.6% | $6,977+427.4% |
| Admin fee / account holder | $7,175 | $18,429-61.1% | $16,712-57.1% | $19,030-62.3% |