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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 | $73,919 | $72,403+2.1% | $67,524+9.5% | $145,978-49.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.47% | 7197.23%-7182.8pp | 3519.41%-3504.9pp | 550.52%-536.1pp |
| Employer contribution / active EE | $14,048 | $3,072+357.3% | $2,734+413.8% | $4,662+201.3% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,415 | $5,541-2.3% | $4,001+35.3% | $13,400-59.6% |