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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 | $14,713 | $70,366-79.1% | $66,674-77.9% | $138,895-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $5,477 | $2,765+98.1% | $2,620+109.0% | $4,194+30.6% |
| Participant deferral / active EE | $13,739 | $4,374+214.1% | $4,084+236.4% | $6,396+114.8% |
| Admin fee / account holder | $4,413 | $5,262-16.1% | $5,098-13.4% | $12,562-64.9% |