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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 | $210,545 | $160,040+31.6% | $147,096+43.1% | $145,877+44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 98.49%-77.9pp | 419.75%-399.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $1,930 | $5,289-63.5% | $4,936-60.9% | $4,663-58.6% |
| Participant deferral / active EE | $24,755 | $8,429+193.7% | $8,071+206.7% | $6,691+270.0% |
| Admin fee / account holder | $7,938 | $15,050-47.3% | $13,005-39.0% | $13,402-40.8% |