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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 | $46,115 | $227,399-79.7% | $189,758-75.7% | $198,609-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.88% | 61.03%-50.1pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $15,264 | $5,526+176.2% | $4,767+220.2% | $5,055+201.9% |
| Participant deferral / active EE | $32,642 | $6,837+377.4% | $5,856+457.4% | $6,977+367.9% |
| Admin fee / account holder | $10,717 | $25,162-57.4% | $20,388-47.4% | $19,030-43.7% |