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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 | $111,814-60.1% | $103,378-56.9% | $145,978-69.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.79% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $7,238 | $4,215+71.7% | $3,870+87.0% | $4,662+55.3% |
| Participant deferral / active EE | $5,044 | $5,618-10.2% | $5,058-0.3% | $6,690-24.6% |
| Admin fee / account holder | $521 | $9,764-94.7% | $8,401-93.8% | $13,400-96.1% |