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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 | $51,590 | $68,097-24.2% | $62,929-18.0% | $137,256-62.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.60% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,706 | $2,811-3.7% | $2,505+8.0% | $4,156-34.9% |
| Participant deferral / active EE | $2,706 | $4,553-40.6% | $3,888-30.4% | $6,407-57.8% |
| Admin fee / account holder | $41,981 | $6,521+543.7% | $5,065+728.9% | $12,270+242.1% |