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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 | $107,666-31.4% | $102,184-27.8% | $154,746-52.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.68% | 29.33%-16.7pp | 31.58%-18.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $23,825 | $3,846+519.4% | $3,594+563.0% | $4,379+444.1% |
| Participant deferral / active EE | $44,853 | $8,719+414.4% | $8,309+439.8% | $6,730+566.4% |
| Admin fee / account holder | $408 | $12,943-96.8% | $11,609-96.5% | $14,365-97.2% |