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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 | $7,012 | $154,754-95.5% | $124,206-94.4% | $138,895-95.0% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.6%+21.3pp | 79.9%+11.0pp |
| Annual return | 17.55% | 709.28%-691.7pp | 515.27%-497.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,621 | $4,621-64.9% | $3,968-59.1% | $6,396-74.7% |
| Admin fee / account holder | $1,076 | $6,690-83.9% | $5,929-81.9% | $12,562-91.4% |