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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 | $114,824 | $160,028-28.2% | $147,080-21.9% | $145,884-21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,563 | $5,286-32.6% | $4,933-27.8% | $4,662-23.6% |
| Participant deferral / active EE | $6,250 | $8,422-25.8% | $8,066-22.5% | $6,690-6.6% |
| Admin fee / account holder | $1,036 | $15,030-93.1% | $12,989-92.0% | $13,392-92.3% |