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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 | $90,333 | $148,623-39.2% | $135,974-33.6% | $139,466-35.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.53% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $14,980 | $5,246+185.5% | $4,859+208.3% | $4,754+215.1% |
| Participant deferral / active EE | $26,619 | $8,103+228.5% | $7,760+243.0% | $6,712+296.6% |
| Admin fee / account holder | $22,870 | $12,406+84.3% | $10,767+112.4% | $11,409+100.5% |