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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 | $41,695 | $167,353-75.1% | $143,797-71.0% | $134,545-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.48%-18.1pp | -0.04%-17.5pp | 418.37%-436.0pp |
| Employer contribution / active EE | $49,381 | $5,620+778.6% | $4,952+897.1% | $4,742+941.5% |
| Participant deferral / active EE | $42,475 | $6,447+558.8% | $5,638+653.3% | $6,401+563.5% |
| Admin fee / account holder | $644 | $18,096-96.4% | $14,679-95.6% | $11,431-94.4% |