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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 | $61,506 | $172,111-64.3% | $150,298-59.1% | $137,256-55.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.47% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $30,267 | $4,636+552.8% | $4,154+628.6% | $4,156+628.3% |
| Participant deferral / active EE | $44,418 | $6,166+620.4% | $5,453+714.6% | $6,407+593.3% |
| Admin fee / account holder | $2,893 | $16,471-82.4% | $14,116-79.5% | $12,270-76.4% |