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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 | $154,065 | $165,399-6.9% | $149,745+2.9% | $158,982-3.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.69% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $10,500 | $5,105+105.7% | $4,646+126.0% | $4,763+120.5% |
| Participant deferral / active EE | $109,462 | $7,183+1424.0% | $6,843+1499.6% | $5,983+1729.4% |
| Admin fee / account holder | $28,348 | $10,811+162.2% | $9,312+204.4% | $11,252+151.9% |