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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 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $5,477 | $2,788+96.5% | $2,649+106.8% | $4,156+31.8% |
| Participant deferral / active EE | $13,739 | $4,410+211.5% | $4,123+233.2% | $6,407+114.4% |
| Admin fee / account holder | $4,413 | $5,336-17.3% | $5,150-14.3% | $12,270-64.0% |