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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 | $40,749 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.09% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,802 | $4,804+83.2% | $4,554+93.3% | $4,156+111.8% |
| Participant deferral / active EE | $35,886 | $8,216+336.8% | $7,897+354.4% | $6,407+460.1% |
| Admin fee / account holder | $6,089 | $14,344-57.5% | $13,129-53.6% | $12,270-50.4% |