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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 | $72,071+38.1% | $68,368+45.6% | $137,256-27.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.80% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,530 | $2,788+98.3% | $2,649+108.7% | $4,156+33.0% |
| Participant deferral / active EE | $14,019 | $4,410+217.9% | $4,123+240.0% | $6,407+118.8% |
| Admin fee / account holder | $1,206 | $5,336-77.4% | $5,150-76.6% | $12,270-90.2% |