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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 | $20,253 | $124,314-83.7% | $109,163-81.4% | $167,518-87.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.47% | 26.04%-12.6pp | 25.75%-12.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $13,133 | $4,209+212.0% | $3,723+252.8% | $4,838+171.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $570 | $7,973-92.8% | $6,754-91.6% | $12,312-95.4% |