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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 | $37,719 | $100,139-62.3% | $85,187-55.7% | $145,884-74.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 84.15%-71.9pp | 66.67%-54.4pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,602 | $3,238-19.6% | $2,732-4.8% | $4,662-44.2% |
| Participant deferral / active EE | $8,675 | $5,296+63.8% | $4,525+91.7% | $6,690+29.7% |
| Admin fee / account holder | $11,179 | $7,262+53.9% | $6,162+81.4% | $13,392-16.5% |