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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 | $25,341 | $159,978-84.2% | $147,041-82.8% | $145,978-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.36%-79.7pp | 419.21%-400.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $22,441 | $5,288+324.4% | $4,935+354.7% | $4,662+381.4% |
| Participant deferral / active EE | $49,443 | $8,429+486.6% | $8,071+512.6% | $6,690+639.1% |
| Admin fee / account holder | $7,973 | $15,053-47.0% | $13,006-38.7% | $13,400-40.5% |