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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 | $129,989 | $65,440+98.6% | $98,506+32.0% | $85,851+51.4% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.9pp | 69.3%+25.9pp |
| Annual return | 20.94% | 21.75%-0.8pp | 1494.92%-1474.0pp | 318.63%-297.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $960 | $4,596-79.1% | $5,955-83.9% | $6,261-84.7% |