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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 | $29,344 | $63,346-53.7% | $92,239-68.2% | $70,124-58.2% |
| Participation rate | 71.2% | 68.7%+2.5pp | 76.5%-5.3pp | 69.5%+1.6pp |
| Annual return | 15.36% | 530.19%-514.8pp | 176.29%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,173 | $3,841-17.4% | $5,194-38.9% | $4,645-31.7% |