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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 | $153,217 | $106,247+44.2% | $96,515+58.8% | $139,466+9.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.16% | 38.47%-27.3pp | 35.73%-24.6pp | 373.66%-362.5pp |
| Employer contribution / active EE | $10,022 | $4,106+144.1% | $3,740+168.0% | $4,754+110.8% |
| Participant deferral / active EE | $23,105 | $5,456+323.5% | $4,880+373.5% | $6,712+244.2% |
| Admin fee / account holder | $3,909 | $7,885-50.4% | $6,735-42.0% | $11,409-65.7% |