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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 | $129,737-30.3% | $119,126-24.1% | $154,746-41.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.21% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $12,103 | $4,375+176.6% | $4,034+200.0% | $4,379+176.4% |
| Participant deferral / active EE | $10,176 | $5,842+74.2% | $5,318+91.3% | $6,730+51.2% |
| Admin fee / account holder | $10,177 | $11,961-14.9% | $10,693-4.8% | $14,365-29.2% |