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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 | $102,609-70.7% | $98,090-69.3% | $138,895-78.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.00% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $5,209 | $3,867+34.7% | $3,606+44.4% | $4,194+24.2% |
| Participant deferral / active EE | $39,606 | $8,167+384.9% | $7,845+404.9% | $6,396+519.2% |
| Admin fee / account holder | $2,611 | $11,434-77.2% | $11,815-77.9% | $12,562-79.2% |