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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $88,815-41.2% | $81,882-36.2% | $145,897-64.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 36.91% | 1033.75%-996.8pp | 779.47%-742.6pp | 552.29%-515.4pp |
| Employer contribution / active EE | $1,072 | $3,086-65.3% | $2,916-63.3% | $4,663-77.0% |
| Participant deferral / active EE | $1,966 | $4,647-57.7% | $4,323-54.5% | $6,689-70.6% |
| Admin fee / account holder | $1,652 | $8,434-80.4% | $7,360-77.6% | $13,390-87.7% |