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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 | $90,422 | $111,535-18.9% | $105,223-14.1% | $137,256-34.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.21% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $12,103 | $3,939+207.2% | $3,689+228.1% | $4,156+191.2% |
| Participant deferral / active EE | $10,176 | $5,500+85.0% | $5,072+100.6% | $6,407+58.8% |
| Admin fee / account holder | $10,177 | $9,721+4.7% | $8,859+14.9% | $12,270-17.1% |