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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 | $4,999 | $88,815-94.4% | $81,882-93.9% | $145,897-96.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.39% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,192 | $4,647+33.2% | $4,323+43.2% | $6,689-7.4% |
| Admin fee / account holder | $1,110 | $8,434-86.8% | $7,360-84.9% | $13,390-91.7% |