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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 | $56,048 | $102,638-45.4% | $81,982-31.6% | $158,982-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.16% | 61.05%-50.9pp | 41.31%-31.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $4,463 | $3,241+37.7% | $2,498+78.7% | $4,763-6.3% |
| Participant deferral / active EE | $12,714 | $4,649+173.5% | $3,722+241.6% | $5,983+112.5% |
| Admin fee / account holder | $8,490 | $8,237+3.1% | $5,665+49.9% | $11,252-24.5% |