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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 | $16,123 | $111,535-85.5% | $105,223-84.7% | $137,256-88.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 64.36% | 237.85%-173.5pp | 180.65%-116.3pp | 220.34%-156.0pp |
| Employer contribution / active EE | $4,397 | $3,939+11.6% | $3,689+19.2% | $4,156+5.8% |
| Participant deferral / active EE | $13,736 | $5,500+149.8% | $5,072+170.8% | $6,407+114.4% |
| Admin fee / account holder | $5,847 | $9,721-39.9% | $8,859-34.0% | $12,270-52.3% |