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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 | $194,398 | $118,708+63.8% | $98,920+96.5% | $158,982+22.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.35% | 372.49%-361.1pp | 196.47%-185.1pp | 302.99%-291.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,484 | $5,089-11.9% | $4,245+5.6% | $5,983-25.1% |
| Admin fee / account holder | $3,029 | $10,134-70.1% | $6,643-54.4% | $11,252-73.1% |