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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 | $72,071-73.1% | $68,368-71.7% | $137,256-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.65% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $36,861 | $2,788+1222.2% | $2,649+1291.6% | $4,156+786.9% |
| Participant deferral / active EE | $71,809 | $4,410+1528.3% | $4,123+1641.8% | $6,407+1020.8% |
| Admin fee / account holder | $3,605 | $5,336-32.4% | $5,150-30.0% | $12,270-70.6% |