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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 | $48,066 | $185,883-74.1% | $170,043-71.7% | $139,466-65.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 60.54%-42.3pp | 53.40%-35.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $5,466 | $7,596-28.1% | $6,790-19.5% | $4,754+15.0% |
| Participant deferral / active EE | $77,028 | $11,626+562.6% | $10,410+639.9% | $6,712+1047.6% |
| Admin fee / account holder | $11,142 | $15,393-27.6% | $12,824-13.1% | $11,409-2.3% |