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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 | $106,109 | $160,070-33.7% | $147,117-27.9% | $145,897-27.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.26% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $8,302 | $5,285+57.1% | $4,932+68.3% | $4,663+78.1% |
| Participant deferral / active EE | $21,916 | $8,419+160.3% | $8,065+171.8% | $6,689+227.6% |
| Admin fee / account holder | $7,238 | $15,035-51.9% | $12,993-44.3% | $13,390-45.9% |