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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 | $111,438 | $110,337+1.0% | $102,383+8.8% | $145,877-23.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.97% | 24.83%+6.1pp | 24.94%+6.0pp | 551.28%-520.3pp |
| Employer contribution / active EE | $5,904 | $4,216+40.0% | $3,870+52.5% | $4,663+26.6% |
| Participant deferral / active EE | $24,253 | $5,621+331.5% | $5,060+379.3% | $6,691+262.5% |
| Admin fee / account holder | $1,675 | $9,750-82.8% | $8,391-80.0% | $13,402-87.5% |