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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 | $88,754 | $105,856-16.2% | $90,161-1.6% | $147,586-39.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.64% | 37.63%-19.0pp | 34.89%-16.2pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,155 | $4,126-72.0% | $3,318-65.2% | $4,876-76.3% |
| Participant deferral / active EE | $18,000 | $5,733+214.0% | $5,287+240.4% | $5,439+231.0% |
| Admin fee / account holder | $673 | $8,046-91.6% | $5,943-88.7% | $10,886-93.8% |