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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 | $25,032 | $154,754-83.8% | $124,206-79.8% | $138,895-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 15.75% | 709.28%-693.5pp | 515.27%-499.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,805 | $4,446-36.9% | $3,540-20.8% | $4,194-33.1% |
| Participant deferral / active EE | $7,779 | $4,621+68.3% | $3,968+96.1% | $6,396+21.6% |
| Admin fee / account holder | $2,241 | $6,690-66.5% | $5,929-62.2% | $12,562-82.2% |