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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 | $100,558 | $111,878-10.1% | $93,727+7.3% | $145,897-31.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.31% | 204.28%-195.0pp | 133.83%-124.5pp | 552.29%-543.0pp |
| Employer contribution / active EE | $7,762 | $3,092+151.0% | $2,421+220.6% | $4,663+66.5% |
| Participant deferral / active EE | $17,741 | $4,920+260.5% | $4,417+301.6% | $6,689+165.2% |
| Admin fee / account holder | $7,353 | $10,256-28.3% | $8,292-11.3% | $13,390-45.1% |