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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 | $73,815 | $135,905-45.7% | $126,068-41.4% | $198,609-62.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.68% | 14.07%-1.4pp | 15.01%-2.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $23,825 | $4,245+461.2% | $3,968+500.4% | $5,055+371.3% |
| Participant deferral / active EE | $44,853 | $8,523+426.2% | $8,214+446.1% | $6,977+542.9% |
| Admin fee / account holder | $408 | $21,036-98.1% | $18,264-97.8% | $19,030-97.9% |