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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 | $23,542 | $108,897-78.4% | $100,378-76.5% | $145,877-83.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.81% | 58.17%-33.4pp | 49.41%-24.6pp | 551.28%-526.5pp |
| Employer contribution / active EE | $185,466 | $4,420+4096.0% | $3,942+4604.8% | $4,663+3877.4% |
| Participant deferral / active EE | $241,607 | $8,455+2757.7% | $8,087+2887.6% | $6,691+3511.2% |
| Admin fee / account holder | $2,386 | $9,690-75.4% | $7,899-69.8% | $13,402-82.2% |