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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 | $49,514 | $156,398-68.3% | $147,318-66.4% | $138,895-64.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.48% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,944 | $4,853+1.9% | $4,593+7.6% | $4,194+17.9% |
| Participant deferral / active EE | $10,480 | $8,237+27.2% | $7,906+32.5% | $6,396+63.8% |
| Admin fee / account holder | $538 | $14,976-96.4% | $13,708-96.1% | $12,562-95.7% |