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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 | $81,844 | $138,072-40.7% | $123,549-33.8% | $135,382-39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.72% | 153.69%-155.4pp | 119.20%-120.9pp | 519.77%-521.5pp |
| Employer contribution / active EE | $3,602 | $5,152-30.1% | $4,628-22.2% | $4,779-24.6% |
| Participant deferral / active EE | $6,125 | $6,799-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $1,339 | $10,917-87.7% | $9,284-85.6% | $10,829-87.6% |