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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 | $70,574 | $160,040-55.9% | $147,096-52.0% | $145,877-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.15% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $46,340 | $5,289+776.1% | $4,936+838.8% | $4,663+893.8% |
| Participant deferral / active EE | $234,124 | $8,429+2677.7% | $8,071+2800.8% | $6,691+3399.3% |
| Admin fee / account holder | $192,693 | $15,050+1180.4% | $13,005+1381.7% | $13,402+1337.8% |