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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 | $34,045 | $174,018-80.4% | $136,833-75.1% | $198,609-82.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 14.37% | 35.16%-20.8pp | 35.32%-20.9pp | 202.70%-188.3pp |
| Employer contribution / active EE | $10,201 | $1,571+549.3% | $1,319+673.6% | $5,055+101.8% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,017 | $5,434-62.9% | $4,706-57.1% | $19,030-89.4% |