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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 | $91,527 | $162,529-43.7% | $130,788-30.0% | $154,746-40.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.72% | 510.48%-490.8pp | 386.44%-366.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $9,577 | $4,447+115.3% | $3,558+169.2% | $4,379+118.7% |
| Participant deferral / active EE | $10,445 | $4,808+117.2% | $4,137+152.5% | $6,730+55.2% |
| Admin fee / account holder | $1,016 | $7,669-86.8% | $6,673-84.8% | $14,365-92.9% |