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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 | $92,591 | $117,895-21.5% | $102,460-9.6% | $145,897-36.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.21% | 31.92%-17.7pp | 29.47%-15.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $10,468 | $3,619+189.3% | $3,025+246.0% | $4,663+124.5% |
| Participant deferral / active EE | $15,966 | $5,736+178.3% | $5,056+215.8% | $6,689+138.7% |
| Admin fee / account holder | $13,596 | $13,353+1.8% | $9,460+43.7% | $13,390+1.5% |