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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 | $63,191 | $102,638-38.4% | $81,982-22.9% | $158,982-60.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.54% | 61.05%-52.5pp | 41.31%-32.8pp | 302.99%-294.4pp |
| Employer contribution / active EE | $26,450 | $3,241+716.1% | $2,498+958.7% | $4,763+455.3% |
| Participant deferral / active EE | $47,012 | $4,649+911.2% | $3,722+1162.9% | $5,983+685.7% |
| Admin fee / account holder | $5,356 | $8,237-35.0% | $5,665-5.5% | $11,252-52.4% |