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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 | $144,277 | $115,814+24.6% | $101,275+42.5% | $158,982-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.22% | 56.16%-36.9pp | 46.48%-27.3pp | 302.99%-283.8pp |
| Employer contribution / active EE | $9,361 | $4,176+124.2% | $3,660+155.8% | $4,763+96.5% |
| Participant deferral / active EE | $17,604 | $4,958+255.1% | $4,371+302.8% | $5,983+194.2% |
| Admin fee / account holder | $2,909 | $7,249-59.9% | $5,948-51.1% | $11,252-74.1% |