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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 | $24,245 | $107,941-77.5% | $91,994-73.6% | $152,909-84.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.66% | 89.28%-70.6pp | 69.04%-50.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $3,892 | $4,212-7.6% | $3,453+12.7% | $4,764-18.3% |
| Participant deferral / active EE | $4,001 | $6,366-37.1% | $5,924-32.5% | $5,851-31.6% |
| Admin fee / account holder | $5,519 | $10,521-47.5% | $7,744-28.7% | $11,601-52.4% |