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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 | $87,248 | $96,123-9.2% | $77,361+12.8% | $198,609-56.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 14.00% | 2054.81%-2040.8pp | 1011.54%-997.5pp | 202.70%-188.7pp |
| Employer contribution / active EE | $13,059 | $3,791+244.5% | $2,990+336.8% | $5,055+158.3% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,189 | $9,471-87.4% | $5,894-79.8% | $19,030-93.8% |