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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 | $60,803 | $72,426-16.0% | $67,560-10.0% | $145,897-58.3% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.8pp | 80.3%-2.5pp |
| Annual return | 12.05% | 7226.78%-7214.7pp | 3533.50%-3521.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,560 | $3,074-49.3% | $2,737-43.0% | $4,663-66.5% |
| Participant deferral / active EE | $1,447 | $4,785-69.8% | $4,004-63.9% | $6,689-78.4% |
| Admin fee / account holder | $5,101 | $5,514-7.5% | $3,994+27.7% | $13,390-61.9% |