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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 | $22,897 | $162,529-85.9% | $130,788-82.5% | $154,746-85.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.89% | 510.48%-501.6pp | 386.44%-377.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $56 | $4,447-98.8% | $3,558-98.4% | $4,379-98.7% |
| Participant deferral / active EE | $2,193 | $4,808-54.4% | $4,137-47.0% | $6,730-67.4% |
| Admin fee / account holder | $1,141 | $7,669-85.1% | $6,673-82.9% | $14,365-92.1% |