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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 | $138,312-52.1% | $122,979-46.1% | $155,188-57.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.24% | 22.06%-5.8pp | 20.12%-3.9pp | 148.84%-132.6pp |
| Employer contribution / active EE | $43,100 | $3,530+1120.8% | $3,062+1307.4% | $4,248+914.6% |
| Participant deferral / active EE | $70,125 | $5,592+1153.9% | $5,003+1301.7% | $6,531+973.7% |
| Admin fee / account holder | $18,830 | $15,089+24.8% | $12,864+46.4% | $14,480+30.0% |