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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 | $36,109 | $72,071-49.9% | $68,368-47.2% | $137,256-73.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.32% | 353.14%-333.8pp | 292.57%-273.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,949 | $2,788+149.3% | $2,649+162.3% | $4,156+67.2% |
| Participant deferral / active EE | $15,601 | $4,410+253.8% | $4,123+278.4% | $6,407+143.5% |
| Admin fee / account holder | $3,123 | $5,336-41.5% | $5,150-39.4% | $12,270-74.5% |