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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 | $53,909 | $183,516-70.6% | $155,534-65.3% | $145,884-63.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,285 | $5,315-38.2% | $4,675-29.7% | $4,662-29.6% |
| Participant deferral / active EE | $27,542 | $6,467+325.9% | $5,630+389.2% | $6,690+311.7% |
| Admin fee / account holder | $359 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |