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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 | $154,228-56.4% | $145,433-53.7% | $137,256-51.0% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 21.69% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,940 | $4,804+44.5% | $4,554+52.4% | $4,156+67.0% |
| Participant deferral / active EE | $9,299 | $8,216+13.2% | $7,897+17.8% | $6,407+45.1% |
| Admin fee / account holder | $3,410 | $14,344-76.2% | $13,129-74.0% | $12,270-72.2% |