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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 | $83,842 | $103,000-18.6% | $90,300-7.2% | $152,885-45.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.62% | 95.19%-74.6pp | 78.11%-57.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $3,912 | $3,138+24.6% | $2,854+37.1% | $4,763-17.9% |
| Participant deferral / active EE | $5,662 | $4,281+32.3% | $3,884+45.8% | $5,851-3.2% |
| Admin fee / account holder | $2,715 | $6,173-56.0% | $5,353-49.3% | $11,598-76.6% |