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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 | $181,062-79.4% | $158,223-76.4% | $155,188-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.70% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $5,394 | $4,565+18.2% | $4,109+31.3% | $4,248+27.0% |
| Participant deferral / active EE | $45,527 | $6,134+642.2% | $5,467+732.8% | $6,531+597.1% |
| Admin fee / account holder | $516 | $18,825-97.3% | $16,047-96.8% | $14,480-96.4% |