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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 | $36,253 | $157,276-76.9% | $141,177-74.3% | $152,885-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.21% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,803 | $5,262-65.7% | $4,736-61.9% | $4,763-62.1% |
| Participant deferral / active EE | $17,045 | $7,110+139.7% | $6,710+154.0% | $5,851+191.3% |
| Admin fee / account holder | $8,413 | $12,123-30.6% | $10,263-18.0% | $11,598-27.5% |