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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 | $31,913 | $157,304-79.7% | $141,197-77.4% | $152,909-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.15% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $4,832 | $5,263-8.2% | $4,736+2.0% | $4,764+1.4% |
| Participant deferral / active EE | $7,102 | $7,111-0.1% | $6,710+5.8% | $5,851+21.4% |
| Admin fee / account holder | $2,206 | $12,126-81.8% | $10,265-78.5% | $11,601-81.0% |