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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 | $54,606 | $227,399-76.0% | $189,758-71.2% | $198,609-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.88% | 61.03%-51.2pp | 52.62%-42.7pp | 202.70%-192.8pp |
| Employer contribution / active EE | $22,177 | $5,526+301.3% | $4,767+365.3% | $5,055+338.7% |
| Participant deferral / active EE | $27,561 | $6,837+303.1% | $5,856+370.7% | $6,977+295.0% |
| Admin fee / account holder | $28,366 | $25,162+12.7% | $20,388+39.1% | $19,030+49.1% |