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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 | $77,452 | $99,995-22.5% | $85,063-8.9% | $145,978-46.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 83.99%-72.4pp | 66.54%-55.0pp | 550.52%-538.9pp |
| Employer contribution / active EE | $57,455 | $3,231+1678.1% | $2,727+2006.7% | $4,662+1132.5% |
| Participant deferral / active EE | $45,750 | $5,295+764.0% | $4,523+911.6% | $6,690+583.9% |
| Admin fee / account holder | $656 | $7,255-91.0% | $6,155-89.4% | $13,400-95.1% |