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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 | $101,500 | $117,895-13.9% | $102,460-0.9% | $145,897-30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 31.92%-21.6pp | 29.47%-19.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $22,368 | $3,619+518.1% | $3,025+639.4% | $4,663+379.7% |
| Participant deferral / active EE | $40,900 | $5,736+613.0% | $5,056+708.9% | $6,689+511.4% |
| Admin fee / account holder | $18,905 | $13,353+41.6% | $9,460+99.8% | $13,390+41.2% |