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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 | $164,424 | $155,833+5.5% | $124,693+31.9% | $167,518-1.8% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 24.57% | 17.98%+6.6pp | 5144.19%-5119.6pp | 478.71%-454.1pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,397 | $9,534+40.5% | $7,494+78.8% | $12,312+8.8% |