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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 | $33,683 | $100,970-66.6% | $96,576-65.1% | $137,256-75.5% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 18.24% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,925 | $3,809+55.5% | $3,553+66.8% | $4,156+42.6% |
| Participant deferral / active EE | $7,487 | $8,286-9.7% | $7,956-5.9% | $6,407+16.9% |
| Admin fee / account holder | $7,587 | $11,312-32.9% | $11,381-33.3% | $12,270-38.2% |