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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 | $145,967 | $68,097+114.4% | $62,929+132.0% | $137,256+6.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.38% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,448 | $2,811+165.0% | $2,505+197.4% | $4,156+79.2% |
| Participant deferral / active EE | $14,397 | $4,553+216.2% | $3,888+270.3% | $6,407+124.7% |
| Admin fee / account holder | $5,939 | $6,521-8.9% | $5,065+17.3% | $12,270-51.6% |