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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 | $70,549 | $209,428-66.3% | $178,498-60.5% | $158,950-55.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.62% | 188.78%-175.2pp | 151.09%-137.5pp | 302.91%-289.3pp |
| Employer contribution / active EE | $22,767 | $5,707+298.9% | $5,011+354.3% | $4,762+378.1% |
| Participant deferral / active EE | $29,352 | $5,955+392.9% | $5,202+464.2% | $5,983+390.6% |
| Admin fee / account holder | $1,484 | $17,077-91.3% | $13,985-89.4% | $11,248-86.8% |