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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 | $21,367 | $132,634-83.9% | $115,768-81.5% | $137,256-84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 25.01% | 160.70%-135.7pp | 100.46%-75.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $18,856 | $3,360+461.3% | $2,940+541.4% | $4,156+353.7% |
| Participant deferral / active EE | $29,725 | $5,619+429.1% | $4,917+504.6% | $6,407+364.0% |
| Admin fee / account holder | $3,852 | $15,028-74.4% | $12,439-69.0% | $12,270-68.6% |