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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 | $39,244 | $129,737-69.8% | $119,126-67.1% | $154,746-74.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.86% | 379.08%-359.2pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,140 | $4,375+63.2% | $4,034+77.0% | $4,379+63.0% |
| Participant deferral / active EE | $11,368 | $5,842+94.6% | $5,318+113.8% | $6,730+68.9% |
| Admin fee / account holder | $613 | $11,961-94.9% | $10,693-94.3% | $14,365-95.7% |