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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 | $50,457 | $133,981-62.3% | $112,249-55.0% | $134,532-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.60% | 47.16%-58.8pp | 27.48%-39.1pp | 418.27%-429.9pp |
| Employer contribution / active EE | $6,651 | $4,040+64.6% | $3,636+82.9% | $4,741+40.3% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $2,359 | $7,492-68.5% | $6,412-63.2% | $11,429-79.4% |