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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 | $170,419 | $109,372+55.8% | $89,414+90.6% | $158,966+7.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.02% | 345.55%-323.5pp | 245.50%-223.5pp | 302.95%-280.9pp |
| Employer contribution / active EE | $47,551 | $3,171+1399.4% | $2,586+1738.5% | $4,762+898.5% |
| Participant deferral / active EE | $5,776 | $4,598+25.6% | $3,890+48.5% | $5,983-3.5% |
| Admin fee / account holder | $3,817 | $6,156-38.0% | $4,883-21.8% | $11,250-66.1% |