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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 | $73,403 | $154,228-52.4% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $18,967 | $4,804+294.8% | $4,554+316.4% | $4,156+356.4% |
| Participant deferral / active EE | $8,221 | $8,216+0.1% | $7,897+4.1% | $6,407+28.3% |
| Admin fee / account holder | $6,730 | $14,344-53.1% | $13,129-48.7% | $12,270-45.1% |