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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 | $110,869 | $148,582-25.4% | $135,942-18.4% | $139,456-20.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.43% | 79.26%-61.8pp | 68.28%-50.9pp | 373.45%-356.0pp |
| Employer contribution / active EE | $9,320 | $5,245+77.7% | $4,858+91.9% | $4,753+96.1% |
| Participant deferral / active EE | $21,901 | $8,101+170.3% | $7,759+182.3% | $6,711+226.3% |
| Admin fee / account holder | $1,814 | $12,402-85.4% | $10,764-83.2% | $11,407-84.1% |