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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 | $130,181 | $154,228-15.6% | $145,433-10.5% | $137,256-5.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.17% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $18,475 | $4,804+284.6% | $4,554+305.6% | $4,156+344.5% |
| Participant deferral / active EE | $61,098 | $8,216+643.6% | $7,897+673.6% | $6,407+853.6% |
| Admin fee / account holder | $10,557 | $14,344-26.4% | $13,129-19.6% | $12,270-14.0% |