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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 | $14,636 | $102,245-85.7% | $89,340-83.6% | $137,256-89.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.42% | 21.89%-5.5pp | 20.57%-4.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $25,443 | $2,529+906.0% | $2,231+1040.3% | $4,156+512.2% |
| Participant deferral / active EE | $46,738 | $4,436+953.5% | $3,823+1122.6% | $6,407+629.5% |
| Admin fee / account holder | $399 | $8,085-95.1% | $6,704-94.0% | $12,270-96.7% |