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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 | $34,889 | $156,398-77.7% | $147,318-76.3% | $138,895-74.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.80% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,349 | $4,853-51.6% | $4,593-48.8% | $4,194-44.0% |
| Participant deferral / active EE | $2,690 | $8,237-67.3% | $7,906-66.0% | $6,396-57.9% |
| Admin fee / account holder | $528 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |