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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 | $129,263 | $201,344-35.8% | $184,243-29.8% | $145,877-11.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 18.79% | 29.01%-10.2pp | 28.82%-10.0pp | 551.28%-532.5pp |
| Employer contribution / active EE | $32,033 | $7,022+356.2% | $6,427+398.4% | $4,663+587.0% |
| Participant deferral / active EE | $107,004 | $9,807+991.1% | $9,132+1071.7% | $6,691+1499.3% |
| Admin fee / account holder | $20,006 | $16,382+22.1% | $13,914+43.8% | $13,402+49.3% |