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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 | $39,824 | $103,164-61.4% | $90,259-55.9% | $154,746-74.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 14.95% | 19.25%-4.3pp | 18.88%-3.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $9,272 | $2,532+266.3% | $2,291+304.7% | $4,379+111.7% |
| Participant deferral / active EE | $22,586 | $4,422+410.8% | $3,827+490.2% | $6,730+235.6% |
| Admin fee / account holder | $421 | $8,593-95.1% | $7,267-94.2% | $14,365-97.1% |