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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 | $52,074 | $154,228-66.2% | $145,433-64.2% | $137,256-62.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.07% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $65,127 | $4,804+1255.7% | $4,554+1329.9% | $4,156+1467.0% |
| Participant deferral / active EE | $77,839 | $8,216+847.4% | $7,897+885.6% | $6,407+1114.9% |
| Admin fee / account holder | $7,155 | $14,344-50.1% | $13,129-45.5% | $12,270-41.7% |