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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 | $38,543 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.93% | 74.59%-56.7pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $16,711 | $4,804+247.9% | $4,554+266.9% | $4,156+302.1% |
| Participant deferral / active EE | $25,372 | $8,216+208.8% | $7,897+221.3% | $6,407+296.0% |
| Admin fee / account holder | $7,359 | $14,344-48.7% | $13,129-43.9% | $12,270-40.0% |