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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 | $147,218 | $155,555-5.4% | $146,866+0.2% | $155,188-5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.24% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $34,753 | $4,647+647.9% | $4,425+685.4% | $4,248+718.1% |
| Participant deferral / active EE | $25,649 | $8,044+218.8% | $7,759+230.6% | $6,531+292.7% |
| Admin fee / account holder | $27,960 | $14,755+89.5% | $13,620+105.3% | $14,480+93.1% |