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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 | $16,687 | $129,737-87.1% | $119,126-86.0% | $154,746-89.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 37.34% | 379.08%-341.7pp | 282.11%-244.8pp | 172.34%-135.0pp |
| Employer contribution / active EE | $43,048 | $4,375+884.0% | $4,034+967.2% | $4,379+883.0% |
| Participant deferral / active EE | $48,612 | $5,842+732.1% | $5,318+814.1% | $6,730+622.3% |
| Admin fee / account holder | $1,117 | $11,961-90.7% | $10,693-89.6% | $14,365-92.2% |