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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 | $51,731 | $159,934-67.7% | $147,005-64.8% | $145,959-64.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 14.36% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,514 | $5,287-33.5% | $4,934-28.8% | $4,661-24.6% |
| Participant deferral / active EE | $8,849 | $8,427+5.0% | $8,070+9.7% | $6,689+32.3% |
| Admin fee / account holder | $2,590 | $15,053-82.8% | $13,006-80.1% | $13,398-80.7% |