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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 | $119,561 | $69,252+72.6% | $64,099+86.5% | $139,456-14.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.51% | 45.89%-31.4pp | 33.70%-19.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $11,841 | $3,184+271.9% | $2,748+330.9% | $4,753+149.1% |
| Participant deferral / active EE | $5,102 | $4,683+8.9% | $3,881+31.4% | $6,711-24.0% |
| Admin fee / account holder | $6,397 | $4,248+50.6% | $3,070+108.3% | $11,407-43.9% |