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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 | $24,561 | $176,105-86.1% | $159,474-84.6% | $167,536-85.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.41% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,468 | $5,299-34.6% | $4,831-28.2% | $4,839-28.3% |
| Participant deferral / active EE | $11,293 | $7,751+45.7% | $7,353+53.6% | $6,342+78.1% |
| Admin fee / account holder | $2,333 | $12,559-81.4% | $10,802-78.4% | $12,315-81.1% |