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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 | $90,366 | $108,882-17.0% | $96,754-6.6% | $154,746-41.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.19% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,238 | $3,018-59.0% | $2,679-53.8% | $4,379-71.7% |
| Participant deferral / active EE | $25,115 | $5,323+371.8% | $4,758+427.8% | $6,730+273.2% |
| Admin fee / account holder | $9,682 | $10,200-5.1% | $8,905+8.7% | $14,365-32.6% |