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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 | $86,689 | $96,678-10.3% | $86,640+0.1% | $139,466-37.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 17.67% | 106.69%-89.0pp | 592.52%-574.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $36,587 | $3,265+1020.4% | $3,024+1109.7% | $4,754+669.6% |
| Participant deferral / active EE | $62,449 | $4,837+1191.1% | $4,438+1307.1% | $6,712+830.4% |
| Admin fee / account holder | $2,202 | $6,410-65.6% | $5,616-60.8% | $11,409-80.7% |