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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 | $40,403 | $156,398-74.2% | $147,318-72.6% | $138,895-70.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.16% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,091 | $4,853-15.7% | $4,593-10.9% | $4,194-2.5% |
| Participant deferral / active EE | $11,050 | $8,237+34.1% | $7,906+39.8% | $6,396+72.8% |
| Admin fee / account holder | $3,446 | $14,976-77.0% | $13,708-74.9% | $12,562-72.6% |