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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 | $32,852 | $169,356-80.6% | $129,406-74.6% | $145,897-77.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.16% | 14418.62%-14397.5pp | 9468.18%-9447.0pp | 552.29%-531.1pp |
| Employer contribution / active EE | $3,420 | $5,542-38.3% | $4,155-17.7% | $4,663-26.7% |
| Participant deferral / active EE | $2,125 | $4,987-57.4% | $4,167-49.0% | $6,689-68.2% |
| Admin fee / account holder | $974 | $9,915-90.2% | $7,689-87.3% | $13,390-92.7% |