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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 | $28,994 | $84,464-65.7% | $61,399-52.8% | $134,509-78.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.09% | 585.06%-603.2pp | 338.81%-356.9pp | 418.13%-436.2pp |
| Employer contribution / active EE | $5,089 | $1,545+229.4% | $1,159+338.9% | $4,741+7.3% |
| Participant deferral / active EE | $18,599 | $2,818+560.0% | $2,124+775.5% | $6,400+190.6% |
| Admin fee / account holder | $4,089 | $2,587+58.0% | $2,131+91.9% | $11,427-64.2% |