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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 | $246,326 | $165,399+48.9% | $149,745+64.5% | $158,982+54.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.90% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $3,370 | $5,105-34.0% | $4,646-27.5% | $4,763-29.2% |
| Participant deferral / active EE | $10,240 | $7,183+42.6% | $6,843+49.6% | $5,983+71.1% |
| Admin fee / account holder | $2,485 | $10,811-77.0% | $9,312-73.3% | $11,252-77.9% |