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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 | $54,654 | $202,460-73.0% | $169,385-67.7% | $139,456-60.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.47% | 532.07%-513.6pp | 405.82%-387.3pp | 373.45%-355.0pp |
| Employer contribution / active EE | $3,454 | $4,691-26.4% | $4,012-13.9% | $4,753-27.3% |
| Participant deferral / active EE | $12,098 | $6,938+74.4% | $6,221+94.5% | $6,711+80.3% |
| Admin fee / account holder | $5,464 | $10,719-49.0% | $9,011-39.4% | $11,407-52.1% |