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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 | $92,697 | $183,978-49.6% | $162,171-42.8% | $152,885-39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.57% | 150.78%-137.2pp | 115.60%-102.0pp | 345.39%-331.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,760 | $8,033+146.0% | $7,297+170.8% | $5,851+237.7% |
| Admin fee / account holder | $3,260 | $13,122-75.2% | $10,843-69.9% | $11,598-71.9% |