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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 | $55,398 | $175,646-68.5% | $129,118-57.1% | $134,532-58.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -12.46% | -11.39%-1.1pp | -10.94%-1.5pp | 418.27%-430.7pp |
| Employer contribution / active EE | $55,933 | $6,355+780.1% | $5,051+1007.3% | $4,741+1079.7% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,852 | $23,578-49.7% | $14,305-17.1% | $11,429+3.7% |