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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 | $19,250 | $107,015-82.0% | $73,545-73.8% | $147,585-87.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.21% | 38.25%-23.0pp | -15.16%+30.4pp | 578.58%-563.4pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $840 | $2,462-65.9% | $1,806-53.5% | $5,439-84.6% |
| Admin fee / account holder | $17,902 | $3,055+486.0% | $2,320+671.7% | $10,886+64.5% |