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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 | $184,115 | $72,071+155.5% | $68,368+169.3% | $137,256+34.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.58% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $32,989 | $2,788+1083.3% | $2,649+1145.4% | $4,156+693.8% |
| Participant deferral / active EE | $25,683 | $4,410+482.4% | $4,123+523.0% | $6,407+300.9% |
| Admin fee / account holder | $946 | $5,336-82.3% | $5,150-81.6% | $12,270-92.3% |