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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 | $124,425-46.8% | $112,040-40.9% | $137,256-51.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.24% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $43,100 | $3,411+1163.4% | $2,954+1359.1% | $4,156+937.0% |
| Participant deferral / active EE | $70,125 | $5,718+1126.3% | $5,098+1275.6% | $6,407+994.5% |
| Admin fee / account holder | $18,830 | $15,207+23.8% | $12,098+55.6% | $12,270+53.5% |