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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 | $22,230 | $154,228-85.6% | $145,433-84.7% | $137,256-83.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $16,223 | $4,804+237.7% | $4,554+256.2% | $4,156+290.3% |
| Participant deferral / active EE | $31,692 | $8,216+285.7% | $7,897+301.3% | $6,407+394.7% |
| Admin fee / account holder | $1,386 | $14,344-90.3% | $13,129-89.4% | $12,270-88.7% |