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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 | $18,524 | $84,713-78.1% | $75,717-75.5% | $167,518-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.25% | 199.49%-186.2pp | 104.58%-91.3pp | 478.71%-465.5pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,616 | $4,578-21.0% | $3,821-5.4% | $6,342-43.0% |
| Admin fee / account holder | $1,034 | $5,357-80.7% | $3,619-71.4% | $12,312-91.6% |