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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 | $19,381 | $114,013-83.0% | $103,693-81.3% | $155,188-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.65% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.2pp |
| Employer contribution / active EE | $36,861 | $3,131+1077.2% | $2,920+1162.2% | $4,248+767.8% |
| Participant deferral / active EE | $71,809 | $4,970+1344.9% | $4,579+1468.1% | $6,531+999.5% |
| Admin fee / account holder | $3,605 | $8,407-57.1% | $7,858-54.1% | $14,480-75.1% |