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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 | $27,197 | $109,908-75.3% | $97,161-72.0% | $145,978-81.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.39% | 243.80%-231.4pp | 75.36%-63.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,938 | $3,077+28.0% | $2,723+44.6% | $4,662-15.5% |
| Participant deferral / active EE | $8,490 | $4,679+81.5% | $4,265+99.0% | $6,690+26.9% |
| Admin fee / account holder | $2,723 | $6,213-56.2% | $5,647-51.8% | $13,400-79.7% |