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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 | $90,422 | $171,492-47.3% | $150,734-40.0% | $198,609-54.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 14.21% | 804.70%-790.5pp | 600.81%-586.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $12,103 | $5,470+121.3% | $4,918+146.1% | $5,055+139.4% |
| Participant deferral / active EE | $10,176 | $6,259+62.6% | $5,610+81.4% | $6,977+45.9% |
| Admin fee / account holder | $10,177 | $17,628-42.3% | $14,905-31.7% | $19,030-46.5% |