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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 | $47,974 | $217,432-77.9% | $185,849-74.2% | $167,536-71.4% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.09% | 148.42%-136.3pp | 122.10%-110.0pp | 478.82%-466.7pp |
| Employer contribution / active EE | $2,828 | $5,875-51.9% | $5,169-45.3% | $4,839-41.6% |
| Participant deferral / active EE | $7,370 | $6,357+15.9% | $5,569+32.3% | $6,342+16.2% |
| Admin fee / account holder | $1,223 | $19,818-93.8% | $16,244-92.5% | $12,315-90.1% |