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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 | $225,562 | $127,790+76.5% | $106,555+111.7% | $167,536+34.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 17.88% | 33.88%-16.0pp | 26.80%-8.9pp | 478.82%-460.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,104 | $5,088-39.0% | $4,399-29.4% | $6,342-51.1% |
| Admin fee / account holder | $36,905 | $11,229+228.7% | $7,408+398.2% | $12,315+199.7% |