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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 | $63,937 | $88,710-27.9% | $81,783-21.8% | $145,959-56.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.81% | 1027.26%-1006.4pp | 775.05%-754.2pp | 561.95%-541.1pp |
| Employer contribution / active EE | $14,473 | $3,083+369.4% | $2,913+396.9% | $4,661+210.5% |
| Participant deferral / active EE | $22,373 | $4,645+381.7% | $4,320+417.9% | $6,689+234.5% |
| Admin fee / account holder | $3,978 | $8,407-52.7% | $7,380-46.1% | $13,398-70.3% |