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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 | $69,039 | $275,752-75.0% | $256,809-73.1% | $198,609-65.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.03% | 34.81%-19.8pp | 32.73%-17.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $5,832 | $7,721-24.5% | $7,263-19.7% | $5,055+15.4% |
| Participant deferral / active EE | $22,880 | $10,037+128.0% | $9,520+140.3% | $6,977+227.9% |
| Admin fee / account holder | $7,558 | $25,716-70.6% | $25,146-69.9% | $19,030-60.3% |