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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 | $61,403 | $157,296-61.0% | $141,191-56.5% | $152,897-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.66% | 64.34%-37.7pp | 71.41%-44.7pp | 345.43%-318.8pp |
| Employer contribution / active EE | $46,019 | $5,262+774.5% | $4,736+871.7% | $4,764+866.1% |
| Participant deferral / active EE | $19,900 | $7,111+179.9% | $6,710+196.6% | $5,851+240.1% |
| Admin fee / account holder | $10,393 | $12,125-14.3% | $10,264+1.3% | $11,599-10.4% |