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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 | $28,271 | $110,337-74.4% | $102,383-72.4% | $145,877-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $16,470 | $4,216+290.7% | $3,870+325.6% | $4,663+253.2% |
| Participant deferral / active EE | $43,957 | $5,621+682.1% | $5,060+768.8% | $6,691+557.0% |
| Admin fee / account holder | $30,865 | $9,750+216.6% | $8,391+267.8% | $13,402+130.3% |