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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 | $17,720 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,436 | $4,804-28.5% | $4,554-24.6% | $4,156-17.3% |
| Participant deferral / active EE | $9,887 | $8,216+20.3% | $7,897+25.2% | $6,407+54.3% |
| Admin fee / account holder | $874 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |