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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 | $67,347 | $148,582-54.7% | $135,942-50.5% | $139,456-51.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.19% | 79.26%-50.1pp | 68.28%-39.1pp | 373.45%-344.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $59,106 | $8,101+629.6% | $7,759+661.8% | $6,711+780.7% |
| Admin fee / account holder | $11,047 | $12,402-10.9% | $10,764+2.6% | $11,407-3.2% |