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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 | $32,725 | $115,796-71.7% | $101,264-67.7% | $158,950-79.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.30% | 56.15%-35.9pp | 46.48%-26.2pp | 302.91%-282.6pp |
| Employer contribution / active EE | $11,941 | $4,175+186.0% | $3,660+226.3% | $4,762+150.8% |
| Participant deferral / active EE | $17,673 | $4,958+256.4% | $4,370+304.4% | $5,983+195.4% |
| Admin fee / account holder | $702 | $7,247-90.3% | $5,947-88.2% | $11,248-93.8% |