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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 | $66,253 | $136,860-51.6% | $120,344-44.9% | $154,746-57.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.24% | 21.38%-5.1pp | 20.30%-4.1pp | 172.34%-156.1pp |
| Employer contribution / active EE | $43,100 | $3,533+1119.9% | $3,020+1327.1% | $4,379+884.2% |
| Participant deferral / active EE | $70,125 | $5,793+1110.4% | $5,135+1265.7% | $6,730+941.9% |
| Admin fee / account holder | $18,830 | $15,393+22.3% | $12,742+47.8% | $14,365+31.1% |