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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 | $101,256 | $29,319+245.4% | $52,425+93.1% | $82,448+22.8% |
| Participation rate | 71.0% | 46.9%+24.1pp | 55.6%+15.3pp | 68.1%+2.9pp |
| Annual return | 17.32% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,302 | $1,962+17.3% | $2,495-7.7% | $7,234-68.2% |