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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 | $49,543 | $100,970-50.9% | $96,576-48.7% | $137,256-63.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.27% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,494 | $3,809+70.5% | $3,553+82.8% | $4,156+56.3% |
| Participant deferral / active EE | $14,764 | $8,286+78.2% | $7,956+85.6% | $6,407+130.4% |
| Admin fee / account holder | $6,199 | $11,312-45.2% | $11,381-45.5% | $12,270-49.5% |