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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 | $99,519 | $102,595-3.0% | $94,057+5.8% | $154,746-35.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 15.80% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $5,530 | $3,147+75.7% | $2,933+88.5% | $4,379+26.3% |
| Participant deferral / active EE | $14,019 | $5,118+173.9% | $4,709+197.7% | $6,730+108.3% |
| Admin fee / account holder | $1,206 | $7,736-84.4% | $7,244-83.4% | $14,365-91.6% |