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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 | $172,111-78.3% | $150,298-75.2% | $137,256-72.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.70% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,394 | $4,636+16.3% | $4,154+29.8% | $4,156+29.8% |
| Participant deferral / active EE | $45,527 | $6,166+638.4% | $5,453+735.0% | $6,407+610.6% |
| Admin fee / account holder | $516 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |