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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 | $40,167 | $118,708-66.2% | $98,920-59.4% | $158,966-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.98% | 372.49%-355.5pp | 196.47%-179.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $4,599 | $3,334+37.9% | $2,689+71.0% | $4,762-3.4% |
| Participant deferral / active EE | $4,039 | $5,089-20.6% | $4,245-4.9% | $5,983-32.5% |
| Admin fee / account holder | $323 | $10,134-96.8% | $6,643-95.1% | $11,250-97.1% |