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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 | $67,869 | $70,121-3.2% | $63,803+6.4% | $138,895-51.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.88% | 946.48%-927.6pp | 543.72%-524.8pp | 145.39%-126.5pp |
| Employer contribution / active EE | $29,816 | $2,882+934.5% | $2,532+1077.4% | $4,194+610.9% |
| Participant deferral / active EE | $67,721 | $4,535+1393.2% | $3,843+1662.1% | $6,396+958.8% |
| Admin fee / account holder | $3,688 | $6,738-45.3% | $5,196-29.0% | $12,562-70.6% |