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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 | $43,817 | $154,228-71.6% | $145,433-69.9% | $137,256-68.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.18% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $39,571 | $4,804+723.7% | $4,554+768.8% | $4,156+852.1% |
| Participant deferral / active EE | $81,911 | $8,216+896.9% | $7,897+937.2% | $6,407+1178.5% |
| Admin fee / account holder | $3,208 | $14,344-77.6% | $13,129-75.6% | $12,270-73.9% |