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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 | $32,860 | $70,366-53.3% | $66,674-50.7% | $138,895-76.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 15.70% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $10,731 | $2,765+288.1% | $2,620+309.6% | $4,194+155.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,404 | $5,262-73.3% | $5,098-72.5% | $12,562-88.8% |