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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 | $42,961 | $111,878-61.6% | $93,727-54.2% | $145,897-70.6% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.5pp |
| Annual return | 15.33% | 204.28%-188.9pp | 133.83%-118.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $919 | $10,256-91.0% | $8,292-88.9% | $13,390-93.1% |