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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 | $93,145 | $181,062-48.6% | $158,223-41.1% | $155,188-40.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.30% | 57.39%-41.1pp | 52.09%-35.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $69,366 | $4,565+1419.6% | $4,109+1588.2% | $4,248+1533.0% |
| Participant deferral / active EE | $12,541 | $6,134+104.4% | $5,467+129.4% | $6,531+92.0% |
| Admin fee / account holder | $25,107 | $18,825+33.4% | $16,047+56.5% | $14,480+73.4% |