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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 | $14,950 | $112,729-86.7% | $98,716-84.9% | $137,256-89.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 145.49% | 38.48%+107.0pp | 31.81%+113.7pp | 220.34%-74.8pp |
| Employer contribution / active EE | $3,704 | $2,725+35.9% | $2,279+62.5% | $4,156-10.9% |
| Participant deferral / active EE | $5,211 | $4,640+12.3% | $4,048+28.7% | $6,407-18.7% |
| Admin fee / account holder | $2,313 | $10,129-77.2% | $8,703-73.4% | $12,270-81.2% |