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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 | $43,031 | $107,944-60.1% | $91,994-53.2% | $152,885-71.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.75% | 89.26%-64.5pp | 69.03%-44.3pp | 345.39%-320.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $64,618 | $6,365+915.2% | $5,923+990.9% | $5,851+1004.4% |
| Admin fee / account holder | $6,364 | $10,521-39.5% | $7,743-17.8% | $11,598-45.1% |