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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 | $13,609 | $112,729-87.9% | $98,716-86.2% | $137,256-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.56% | 38.48%-20.9pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,262 | $2,725-17.0% | $2,279-0.7% | $4,156-45.6% |
| Participant deferral / active EE | $4,331 | $4,640-6.7% | $4,048+7.0% | $6,407-32.4% |
| Admin fee / account holder | $531 | $10,129-94.8% | $8,703-93.9% | $12,270-95.7% |