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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 | $110,410-74.4% | $102,437-72.4% | $145,897-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $16,470 | $4,217+290.5% | $3,871+325.5% | $4,663+253.2% |
| Participant deferral / active EE | $43,957 | $5,622+681.9% | $5,060+768.7% | $6,689+557.1% |
| Admin fee / account holder | $30,865 | $9,745+216.7% | $8,388+268.0% | $13,390+130.5% |