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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 | $33,311 | $118,877-72.0% | $96,570-65.5% | $167,536-80.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.20% | 50.50%-37.3pp | 37.79%-24.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $3,966 | $3,121+27.1% | $2,357+68.3% | $4,839-18.0% |
| Participant deferral / active EE | $22,407 | $4,617+385.3% | $3,849+482.1% | $6,342+253.3% |
| Admin fee / account holder | $704 | $8,069-91.3% | $6,182-88.6% | $12,315-94.3% |