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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $93,074 | $125,190-25.7% | $105,624-11.9% | $145,897-36.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 509.30% | 225.22%+284.1pp | 116.20%+393.1pp | 552.29%-43.0pp |
| Employer contribution / active EE | $10,947 | $3,720+194.3% | $3,168+245.6% | $4,663+134.8% |
| Participant deferral / active EE | $19,542 | $5,716+241.9% | $5,013+289.8% | $6,689+192.1% |
| Admin fee / account holder | $36,784 | $17,138+114.6% | $10,961+235.6% | $13,390+174.7% |