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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 | $168,164 | $108,882+54.4% | $96,754+73.8% | $154,746+8.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.87% | 98.39%-82.5pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $50,000 | $3,018+1556.6% | $2,679+1766.2% | $4,379+1041.8% |
| Participant deferral / active EE | $5,625 | $5,323+5.7% | $4,758+18.2% | $6,730-16.4% |
| Admin fee / account holder | $4,560 | $10,200-55.3% | $8,905-48.8% | $14,365-68.3% |