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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 | $44,577 | $110,410-59.6% | $102,437-56.5% | $145,897-69.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.79% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $7,238 | $4,217+71.6% | $3,871+87.0% | $4,663+55.2% |
| Participant deferral / active EE | $5,044 | $5,622-10.3% | $5,060-0.3% | $6,689-24.6% |
| Admin fee / account holder | $521 | $9,745-94.6% | $8,388-93.8% | $13,390-96.1% |