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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 | $194,093 | $138,076+40.6% | $123,553+57.1% | $135,380+43.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.67% | 153.70%-148.0pp | 119.21%-113.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $7,398 | $5,152+43.6% | $4,628+59.9% | $4,779+54.8% |
| Participant deferral / active EE | $11,532 | $6,800+69.6% | $6,426+79.5% | $5,609+105.6% |
| Admin fee / account holder | $1,209 | $10,917-88.9% | $9,284-87.0% | $10,828-88.8% |