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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 | $88,778-28.0% | $81,844-21.9% | $145,884-56.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.81% | 1033.03%-1012.2pp | 778.87%-758.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $14,473 | $3,087+368.8% | $2,916+396.3% | $4,662+210.4% |
| Participant deferral / active EE | $22,373 | $4,648+381.3% | $4,323+417.5% | $6,690+234.4% |
| Admin fee / account holder | $3,978 | $8,430-52.8% | $7,355-45.9% | $13,392-70.3% |