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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 | $241,358 | $564,480-57.2% | $6,201,688-96.1% | $564,480-57.2% |
| Participation rate | 100.0% | 89.1%+10.9pp | 66.7%+33.3pp | 89.1%+10.9pp |
| Annual return | 12.71% | -14.07%+26.8pp | 2.24%+10.5pp | -14.07%+26.8pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $9,967-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | - | $5,729-100.0% |
| Admin fee / account holder | $4,109 | $27,140-84.9% | $514,809-99.2% | $27,140-84.9% |