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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 | $38,618 | $116,167-66.8% | $64,489-40.1% | $137,256-71.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 13.84% | 36.55%-22.7pp | 55.03%-41.2pp | 220.34%-206.5pp |
| Employer contribution / active EE | $59,616 | $2,483+2301.3% | $1,523+3814.2% | $4,156+1334.4% |
| Participant deferral / active EE | $96,442 | $4,215+2188.1% | $2,778+3371.5% | $6,407+1405.3% |
| Admin fee / account holder | $6,449 | $6,188+4.2% | $4,260+51.4% | $12,270-47.4% |