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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 | $93,591 | $111,787-16.3% | $93,681-0.1% | $145,978-35.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.84% | 203.52%-175.7pp | 133.47%-105.6pp | 550.52%-522.7pp |
| Employer contribution / active EE | $18,566 | $3,093+500.2% | $2,422+666.5% | $4,662+298.3% |
| Participant deferral / active EE | $40,094 | $4,918+715.3% | $4,415+808.1% | $6,690+499.4% |
| Admin fee / account holder | $2,354 | $10,256-77.1% | $8,290-71.6% | $13,400-82.4% |