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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 | $123,724 | $162,136-23.7% | $152,301-18.8% | $154,746-20.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.66% | 91.02%-74.4pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $42,041 | $4,890+759.7% | $4,624+809.1% | $4,379+860.0% |
| Participant deferral / active EE | $92,156 | $8,341+1004.9% | $8,004+1051.4% | $6,730+1269.3% |
| Admin fee / account holder | $1,607 | $15,759-89.8% | $14,398-88.8% | $14,365-88.8% |