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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 | $131,935 | $91,537+44.1% | $130,045+1.5% | $75,173+75.5% |
| Participation rate | 88.0% | 71.5%+16.5pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 16.53% | -631.55%+648.1pp | -137.30%+153.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $76,840 | $6,780+1033.4% | $10,600+624.9% | $5,651+1259.9% |