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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 | $114,151 | $76,519+49.2% | $56,025+103.7% | $145,897-21.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 3017.03%-3003.7pp | 1712.69%-1699.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $51,873 | $1,383+3649.8% | $1,042+4880.1% | $4,663+1012.5% |
| Participant deferral / active EE | $104,388 | $2,624+3877.6% | $1,955+5240.9% | $6,689+1460.5% |
| Admin fee / account holder | $20,060 | $3,331+502.3% | $2,828+609.3% | $13,390+49.8% |