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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 | $23,532 | $156,398-85.0% | $147,318-84.0% | $138,895-83.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.59% | 78.75%-48.2pp | 70.43%-39.8pp | 145.39%-114.8pp |
| Employer contribution / active EE | $22,289 | $4,853+359.3% | $4,593+385.3% | $4,194+431.4% |
| Participant deferral / active EE | $51,570 | $8,237+526.0% | $7,906+552.3% | $6,396+706.3% |
| Admin fee / account holder | $399 | $14,976-97.3% | $13,708-97.1% | $12,562-96.8% |