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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 | $75,472 | $72,071+4.7% | $68,368+10.4% | $137,256-45.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.74% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,169 | $2,788+85.4% | $2,649+95.1% | $4,156+24.4% |
| Participant deferral / active EE | $12,665 | $4,410+187.2% | $4,123+207.2% | $6,407+97.7% |
| Admin fee / account holder | $4,492 | $5,336-15.8% | $5,150-12.8% | $12,270-63.4% |