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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 | $113,431 | $172,758-34.3% | $149,600-24.2% | $138,895-18.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 18.01% | 181.17%-163.2pp | 129.59%-111.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $9,521 | $4,778+99.3% | $4,193+127.1% | $4,194+127.0% |
| Participant deferral / active EE | $40,575 | $8,180+396.0% | $7,203+463.3% | $6,396+534.4% |
| Admin fee / account holder | $8,910 | $17,615-49.4% | $13,963-36.2% | $12,562-29.1% |