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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 | $51,590 | $70,121-26.4% | $63,803-19.1% | $138,895-62.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.60% | 946.48%-934.9pp | 543.72%-532.1pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,706 | $2,882-6.1% | $2,532+6.9% | $4,194-35.5% |
| Participant deferral / active EE | $2,706 | $4,535-40.3% | $3,843-29.6% | $6,396-57.7% |
| Admin fee / account holder | $41,981 | $6,738+523.1% | $5,196+707.9% | $12,562+234.2% |