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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 | $21,359 | $183,516-88.4% | $155,534-86.3% | $145,884-85.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,527 | $5,315-33.6% | $4,675-24.5% | $4,662-24.3% |
| Participant deferral / active EE | $23,982 | $6,467+270.9% | $5,630+325.9% | $6,690+258.5% |
| Admin fee / account holder | $1,977 | $19,293-89.8% | $15,900-87.6% | $13,392-85.2% |