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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 | $30,094 | $100,970-70.2% | $96,576-68.8% | $137,256-78.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.00% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,209 | $3,809+36.7% | $3,553+46.6% | $4,156+25.3% |
| Participant deferral / active EE | $39,606 | $8,286+378.0% | $7,956+397.8% | $6,407+518.2% |
| Admin fee / account holder | $2,611 | $11,312-76.9% | $11,381-77.1% | $12,270-78.7% |