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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 | $122,962-68.6% | $71,585-46.1% | $138,895-72.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 13.84% | 37.84%-24.0pp | 59.26%-45.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $59,616 | $2,620+2175.8% | $1,669+3472.8% | $4,194+1321.4% |
| Participant deferral / active EE | $96,442 | $4,311+2137.0% | $2,923+3199.0% | $6,396+1407.8% |
| Admin fee / account holder | $6,449 | $6,488-0.6% | $4,712+36.9% | $12,562-48.7% |