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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 | $126,364 | $88,778+42.3% | $81,844+54.4% | $145,884-13.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.10% | 1033.03%-1017.9pp | 778.87%-763.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $42,345 | $3,087+1271.7% | $2,916+1351.9% | $4,662+808.2% |
| Participant deferral / active EE | $22,042 | $4,648+374.2% | $4,323+409.8% | $6,690+229.5% |
| Admin fee / account holder | $1,379 | $8,430-83.6% | $7,355-81.3% | $13,392-89.7% |