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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 | $100,073+47.5% | $85,126+73.4% | $145,877+1.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.05% | 84.11%-73.1pp | 66.63%-55.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $40,000 | $3,236+1136.0% | $2,731+1364.5% | $4,663+757.8% |
| Participant deferral / active EE | $18,300 | $5,294+245.7% | $4,523+304.6% | $6,691+173.5% |
| Admin fee / account holder | $5,083 | $7,261-30.0% | $6,160-17.5% | $13,402-62.1% |