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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 | $31,244 | $115,225-72.9% | $100,712-69.0% | $138,895-77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 13.03% | 40.35%-27.3pp | 33.27%-20.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,153 | $2,771-22.3% | $2,313-6.9% | $4,194-48.7% |
| Participant deferral / active EE | $9,864 | $4,699+109.9% | $4,085+141.5% | $6,396+54.2% |
| Admin fee / account holder | $2,060 | $10,844-81.0% | $9,256-77.7% | $12,562-83.6% |