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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 | $34,885 | $110,379-68.4% | $102,412-65.9% | $145,884-76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $6,879 | $4,216+63.2% | $3,870+77.8% | $4,662+47.5% |
| Participant deferral / active EE | $33,465 | $5,622+495.3% | $5,060+561.3% | $6,690+400.3% |
| Admin fee / account holder | $8,365 | $9,745-14.2% | $8,388-0.3% | $13,392-37.5% |