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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 | $27,225 | $154,228-82.3% | $145,433-81.3% | $137,256-80.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.00% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,652 | $4,804-3.2% | $4,554+2.1% | $4,156+11.9% |
| Participant deferral / active EE | $11,714 | $8,216+42.6% | $7,897+48.3% | $6,407+82.8% |
| Admin fee / account holder | $7,605 | $14,344-47.0% | $13,129-42.1% | $12,270-38.0% |