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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 | $62,783 | $110,830-43.4% | $86,625-27.5% | $167,553-62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.55% | 116.99%-100.4pp | 63.52%-47.0pp | 478.89%-462.3pp |
| Employer contribution / active EE | $17,338 | $3,245+434.2% | $2,496+594.7% | $4,840+258.3% |
| Participant deferral / active EE | $30,225 | $4,548+564.6% | $3,700+717.0% | $6,343+376.5% |
| Admin fee / account holder | $589 | $8,420-93.0% | $5,830-89.9% | $12,316-95.2% |