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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 | $132,099-83.8% | $115,599-81.5% | $138,895-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 25.01% | 176.76%-151.7pp | 111.10%-86.1pp | 145.39%-120.4pp |
| Employer contribution / active EE | $18,856 | $3,416+452.0% | $2,955+538.0% | $4,194+349.6% |
| Participant deferral / active EE | $29,725 | $5,617+429.2% | $4,889+507.9% | $6,396+364.7% |
| Admin fee / account holder | $3,852 | $15,650-75.4% | $12,841-70.0% | $12,562-69.3% |