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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 | $95,133 | $107,941-11.9% | $91,994+3.4% | $152,909-37.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.87% | 89.28%-65.4pp | 69.04%-45.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,799 | $4,212-33.5% | $3,453-18.9% | $4,764-41.3% |
| Participant deferral / active EE | $3,902 | $6,366-38.7% | $5,924-34.1% | $5,851-33.3% |
| Admin fee / account holder | $1,755 | $10,521-83.3% | $7,744-77.3% | $11,601-84.9% |