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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 | $159,978-20.0% | $147,041-12.9% | $145,978-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.36%-88.0pp | 419.21%-408.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $69,933 | $5,288+1222.4% | $4,935+1317.1% | $4,662+1400.1% |
| Participant deferral / active EE | $47,045 | $8,429+458.1% | $8,071+482.9% | $6,690+603.3% |
| Admin fee / account holder | $12,020 | $15,053-20.2% | $13,006-7.6% | $13,400-10.3% |