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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 | $32,185 | $148,623-78.3% | $135,974-76.3% | $139,466-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.28% | 79.30%-55.0pp | 68.30%-44.0pp | 373.66%-349.4pp |
| Employer contribution / active EE | $128,175 | $5,246+2343.1% | $4,859+2537.9% | $4,754+2596.2% |
| Participant deferral / active EE | $200,000 | $8,103+2368.3% | $7,760+2477.3% | $6,712+2879.8% |
| Admin fee / account holder | $6,078 | $12,406-51.0% | $10,767-43.5% | $11,409-46.7% |