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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 | $67,302 | $162,136-58.5% | $152,301-55.8% | $154,746-56.5% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 21.69% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.7pp |
| Employer contribution / active EE | $6,940 | $4,890+41.9% | $4,624+50.1% | $4,379+58.5% |
| Participant deferral / active EE | $9,299 | $8,341+11.5% | $8,004+16.2% | $6,730+38.2% |
| Admin fee / account holder | $3,410 | $15,759-78.4% | $14,398-76.3% | $14,365-76.3% |