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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 | $55,944 | $125,778-55.5% | $114,563-51.2% | $154,746-63.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 8.42% | 295.14%-286.7pp | 241.09%-232.7pp | 172.34%-163.9pp |
| Employer contribution / active EE | $4,227 | $2,806+50.6% | $2,592+63.1% | $4,379-3.5% |
| Participant deferral / active EE | $14,931 | $4,445+235.9% | $4,142+260.5% | $6,730+121.8% |
| Admin fee / account holder | $16,759 | $8,190+104.6% | $7,623+119.8% | $14,365+16.7% |