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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 | $127,025 | $165,381-23.2% | $149,730-15.2% | $158,966-20.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.20% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,644 | $5,104-67.8% | $4,645-64.6% | $4,762-65.5% |
| Participant deferral / active EE | $4,375 | $7,182-39.1% | $6,843-36.1% | $5,983-26.9% |
| Admin fee / account holder | $17,243 | $10,809+59.5% | $9,310+85.2% | $11,250+53.3% |