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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 | $51,712 | $160,040-67.7% | $147,096-64.8% | $145,877-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $4,284 | $5,289-19.0% | $4,936-13.2% | $4,663-8.1% |
| Participant deferral / active EE | $10,779 | $8,429+27.9% | $8,071+33.6% | $6,691+61.1% |
| Admin fee / account holder | $4,412 | $15,050-70.7% | $13,005-66.1% | $13,402-67.1% |