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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 | $160,028-84.2% | $147,080-82.8% | $145,884-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.60%-80.0pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $22,441 | $5,286+324.6% | $4,933+354.9% | $4,662+381.3% |
| Participant deferral / active EE | $49,443 | $8,422+487.1% | $8,066+513.0% | $6,690+639.1% |
| Admin fee / account holder | $7,973 | $15,030-47.0% | $12,989-38.6% | $13,392-40.5% |