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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 | $113,518 | $159,978-29.0% | $147,041-22.8% | $145,978-22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $8,991 | $5,288+70.0% | $4,935+82.2% | $4,662+92.9% |
| Participant deferral / active EE | $23,666 | $8,429+180.8% | $8,071+193.2% | $6,690+253.8% |
| Admin fee / account holder | $19,267 | $15,053+28.0% | $13,006+48.1% | $13,400+43.8% |