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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 | $128,057 | $159,934-19.9% | $147,005-12.9% | $145,959-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.24%-87.8pp | 418.76%-408.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $69,933 | $5,287+1222.7% | $4,934+1317.3% | $4,661+1400.5% |
| Participant deferral / active EE | $47,045 | $8,427+458.2% | $8,070+483.0% | $6,689+603.4% |
| Admin fee / account holder | $12,020 | $15,053-20.2% | $13,006-7.6% | $13,398-10.3% |