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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 | $201,344-64.1% | $184,243-60.8% | $145,877-50.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 43.53% | 29.01%+14.5pp | 28.82%+14.7pp | 551.28%-507.8pp |
| Employer contribution / active EE | $6,115 | $7,022-12.9% | $6,427-4.9% | $4,663+31.1% |
| Participant deferral / active EE | $47,524 | $9,807+384.6% | $9,132+420.4% | $6,691+610.3% |
| Admin fee / account holder | $7,719 | $16,382-52.9% | $13,914-44.5% | $13,402-42.4% |