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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 | $107,666-72.0% | $102,184-70.5% | $154,746-80.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 14.00% | 29.33%-15.3pp | 31.58%-17.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,209 | $3,846+35.4% | $3,594+44.9% | $4,379+19.0% |
| Participant deferral / active EE | $39,606 | $8,719+354.2% | $8,309+376.7% | $6,730+488.5% |
| Admin fee / account holder | $2,611 | $12,943-79.8% | $11,609-77.5% | $14,365-81.8% |