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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 | $38,518 | $176,077-78.1% | $159,455-75.8% | $167,518-77.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.96% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.7pp |
| Employer contribution / active EE | $2,871 | $5,298-45.8% | $4,830-40.6% | $4,838-40.7% |
| Participant deferral / active EE | $6,825 | $7,751-11.9% | $7,353-7.2% | $6,342+7.6% |
| Admin fee / account holder | $408 | $12,556-96.7% | $10,800-96.2% | $12,312-96.7% |