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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 | $69,997 | $160,040-56.3% | $147,096-52.4% | $145,877-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.49%-86.7pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $42,992 | $5,289+712.8% | $4,936+771.0% | $4,663+822.0% |
| Participant deferral / active EE | $86,754 | $8,429+929.3% | $8,071+974.9% | $6,691+1196.7% |
| Admin fee / account holder | $6,641 | $15,050-55.9% | $13,005-48.9% | $13,402-50.4% |