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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 | $45,137 | $99,031-54.4% | $86,597-47.9% | $147,585-69.4% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.07% | 1312.56%-1297.5pp | 964.96%-949.9pp | 578.57%-563.5pp |
| Employer contribution / active EE | $1,983 | $3,132-36.7% | $2,840-30.2% | $4,876-59.3% |
| Participant deferral / active EE | $6,150 | $3,972+54.8% | $3,609+70.4% | $5,439+13.1% |
| Admin fee / account holder | $6,564 | $5,711+14.9% | $4,906+33.8% | $10,885-39.7% |