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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 | $88,219 | $211,288-58.2% | $178,540-50.6% | $145,884-39.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.96% | 30.27%-14.3pp | 27.15%-11.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,101 | $4,574-54.1% | $3,953-46.8% | $4,662-54.9% |
| Participant deferral / active EE | $53,000 | $6,967+660.8% | $6,281+743.9% | $6,690+692.3% |
| Admin fee / account holder | $327 | $12,105-97.3% | $10,424-96.9% | $13,392-97.6% |