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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 | $72,244 | $201,370-64.1% | $184,256-60.8% | $145,897-50.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 43.53% | 29.05%+14.5pp | 28.85%+14.7pp | 552.29%-508.8pp |
| Employer contribution / active EE | $6,115 | $7,024-12.9% | $6,427-4.9% | $4,663+31.1% |
| Participant deferral / active EE | $47,524 | $9,808+384.5% | $9,133+420.3% | $6,689+610.4% |
| Admin fee / account holder | $7,719 | $16,364-52.8% | $13,899-44.5% | $13,390-42.4% |