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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 | $203,680 | $95,979+112.2% | $74,551+173.2% | $135,380+50.5% |
| Participation rate | 94.1% | 75.7%+18.5pp | 69.1%+25.0pp | 82.6%+11.5pp |
| Annual return | 100.23% | 56.97%+43.3pp | 32.53%+67.7pp | 519.81%-419.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,946 | $6,522+37.2% | $5,059+76.8% | $10,828-17.4% |