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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 | $44,794 | $81,696-45.2% | $70,494-36.5% | $158,982-71.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 30.38% | 208.70%-178.3pp | 109.16%-78.8pp | 302.99%-272.6pp |
| Employer contribution / active EE | $4,924 | $3,220+52.9% | $2,738+79.8% | $4,763+3.4% |
| Participant deferral / active EE | $9,647 | $4,558+111.6% | $3,711+160.0% | $5,983+61.2% |
| Admin fee / account holder | $7,582 | $6,200+22.3% | $3,848+97.1% | $11,252-32.6% |