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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 | $37,290 | $185,312-79.9% | $161,489-76.9% | $154,746-75.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.70% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $5,394 | $4,769+13.1% | $4,268+26.4% | $4,379+23.2% |
| Participant deferral / active EE | $45,527 | $6,350+617.0% | $5,630+708.7% | $6,730+576.4% |
| Admin fee / account holder | $516 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |