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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 | $132,634-15.1% | $115,768-2.7% | $137,256-17.9% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 42.03% | 160.70%-118.7pp | 100.46%-58.4pp | 220.34%-178.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,904 | $15,028-54.1% | $12,439-44.5% | $12,270-43.7% |