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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 | $126,868 | $68,097+86.3% | $62,929+101.6% | $137,256-7.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.40% | 1859.11%-1846.7pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $8,370 | $2,811+197.8% | $2,505+234.2% | $4,156+101.4% |
| Participant deferral / active EE | $7,299 | $4,553+60.3% | $3,888+87.7% | $6,407+13.9% |
| Admin fee / account holder | $5,098 | $6,521-21.8% | $5,065+0.7% | $12,270-58.5% |