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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 | $57,401 | $124,425-53.9% | $112,040-48.8% | $137,256-58.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 18.26% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,317 | $3,411+143.8% | $2,954+181.6% | $4,156+100.1% |
| Participant deferral / active EE | $24,078 | $5,718+321.1% | $5,098+372.3% | $6,407+275.8% |
| Admin fee / account holder | $10,010 | $15,207-34.2% | $12,098-17.3% | $12,270-18.4% |