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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 | $223,823-69.2% | $211,142-67.3% | $154,746-55.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.03% | 50.39%-35.4pp | 46.84%-31.8pp | 172.34%-157.3pp |
| Employer contribution / active EE | $5,832 | $6,787-14.1% | $6,442-9.5% | $4,379+33.2% |
| Participant deferral / active EE | $22,880 | $9,750+134.7% | $9,284+146.4% | $6,730+240.0% |
| Admin fee / account holder | $7,558 | $19,707-61.6% | $19,076-60.4% | $14,365-47.4% |