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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 | $187,324 | $88,754+111.1% | $81,820+128.9% | $145,877+28.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.88% | 1031.77%-1015.9pp | 777.93%-762.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,080 | $3,085-32.6% | $2,915-28.6% | $4,663-55.4% |
| Participant deferral / active EE | $28,000 | $4,648+502.5% | $4,323+547.8% | $6,691+318.5% |
| Admin fee / account holder | $2,052 | $8,424-75.6% | $7,391-72.2% | $13,402-84.7% |