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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 | $147,634 | $100,203+47.3% | $85,240+73.2% | $145,897+1.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 84.28%-73.2pp | 66.75%-55.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $40,000 | $3,242+1133.9% | $2,735+1362.4% | $4,663+757.9% |
| Participant deferral / active EE | $18,300 | $5,299+245.4% | $4,527+304.2% | $6,689+173.6% |
| Admin fee / account holder | $5,083 | $7,265-30.0% | $6,165-17.6% | $13,390-62.0% |