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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 | $67,311 | $209,336-67.8% | $197,124-65.9% | $137,256-51.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.43% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $16,451 | $6,591+149.6% | $6,227+164.2% | $4,156+295.8% |
| Participant deferral / active EE | $34,303 | $9,614+256.8% | $9,135+275.5% | $6,407+435.4% |
| Admin fee / account holder | $6,190 | $17,308-64.2% | $16,298-62.0% | $12,270-49.6% |