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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 | $26,592 | $100,203-73.5% | $85,240-68.8% | $145,897-81.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 84.28%-73.9pp | 66.75%-56.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $46,034 | $3,242+1320.0% | $2,735+1583.0% | $4,663+887.3% |
| Participant deferral / active EE | $91,652 | $5,299+1629.8% | $4,527+1924.5% | $6,689+1270.1% |
| Admin fee / account holder | $3,555 | $7,265-51.1% | $6,165-42.3% | $13,390-73.5% |