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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 | $54,198 | $209,336-74.1% | $197,124-72.5% | $137,256-60.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.32% | 48.09%-35.8pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $15,457 | $6,591+134.5% | $6,227+148.2% | $4,156+271.9% |
| Participant deferral / active EE | $32,797 | $9,614+241.1% | $9,135+259.0% | $6,407+411.9% |
| Admin fee / account holder | $4,251 | $17,308-75.4% | $16,298-73.9% | $12,270-65.4% |