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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 | $112,667 | $132,099-14.7% | $115,599-2.5% | $138,895-18.9% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.3%+17.4pp | 79.9%+11.7pp |
| Annual return | 42.03% | 176.76%-134.7pp | 111.10%-69.1pp | 145.39%-103.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,904 | $15,650-55.9% | $12,841-46.2% | $12,562-45.0% |