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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 | $27,077 | $182,442-85.2% | $163,379-83.4% | $138,895-80.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.44% | 72.74%-59.3pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,804 | $4,159-32.6% | $3,752-25.3% | $4,194-33.2% |
| Participant deferral / active EE | $8,713 | $6,817+27.8% | $6,282+38.7% | $6,396+36.2% |
| Admin fee / account holder | $475 | $10,396-95.4% | $9,818-95.2% | $12,562-96.2% |