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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 | $70,366+7.3% | $66,674+13.2% | $138,895-45.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.74% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,169 | $2,765+87.0% | $2,620+97.3% | $4,194+23.2% |
| Participant deferral / active EE | $12,665 | $4,374+189.5% | $4,084+210.1% | $6,396+98.0% |
| Admin fee / account holder | $4,492 | $5,262-14.6% | $5,098-11.9% | $12,562-64.2% |