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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 | $72,317 | $115,814-37.6% | $101,275-28.6% | $158,982-54.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.39% | 56.16%-46.8pp | 46.48%-37.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $43,507 | $4,176+941.9% | $3,660+1088.7% | $4,763+813.5% |
| Participant deferral / active EE | $22,863 | $4,958+361.1% | $4,371+423.1% | $5,983+282.1% |
| Admin fee / account holder | $2,208 | $7,249-69.5% | $5,948-62.9% | $11,252-80.4% |