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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 | $38,063 | $134,001-71.6% | $112,258-66.1% | $134,509-71.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.79% | 47.15%-59.9pp | 27.47%-40.3pp | 418.13%-430.9pp |
| Employer contribution / active EE | $72,449 | $4,039+1693.6% | $3,636+1892.8% | $4,741+1428.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $304 | $7,491-95.9% | $6,411-95.3% | $11,427-97.3% |