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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 | $6,244 | $90,530-93.1% | $76,030-91.8% | $145,897-95.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.47% | 625.08%-612.6pp | 361.54%-349.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $7,291 | $3,319+119.7% | $2,688+171.3% | $4,663+56.4% |
| Participant deferral / active EE | $1,837 | $5,164-64.4% | $4,257-56.8% | $6,689-72.5% |
| Admin fee / account holder | $372 | $8,383-95.6% | $6,421-94.2% | $13,390-97.2% |