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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 | $183,627-70.6% | $155,602-65.4% | $145,978-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.46% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,285 | $5,316-38.2% | $4,675-29.7% | $4,662-29.5% |
| Participant deferral / active EE | $27,542 | $6,466+326.0% | $5,629+389.3% | $6,690+311.7% |
| Admin fee / account holder | $359 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |