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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 | $130,530 | $97,729+33.6% | $83,830+55.7% | $135,379-3.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.94% | 1287.52%-1282.6pp | 850.97%-846.0pp | 519.79%-514.8pp |
| Employer contribution / active EE | $4,503 | $4,222+6.7% | $3,631+24.0% | $4,779-5.8% |
| Participant deferral / active EE | $6,710 | $4,683+43.3% | $4,082+64.4% | $5,609+19.6% |
| Admin fee / account holder | $1,020 | $6,674-84.7% | $5,479-81.4% | $10,828-90.6% |