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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 | $51,331 | $156,398-67.2% | $147,318-65.2% | $138,895-63.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.37% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $4,724 | $4,853-2.7% | $4,593+2.9% | $4,194+12.6% |
| Participant deferral / active EE | $9,480 | $8,237+15.1% | $7,906+19.9% | $6,396+48.2% |
| Admin fee / account holder | $636 | $14,976-95.8% | $13,708-95.4% | $12,562-94.9% |