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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 | $76,368+91.1% | $67,681+115.7% | $154,746-5.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.38% | 1066.77%-1053.4pp | 590.58%-577.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $7,448 | $3,151+136.3% | $2,678+178.1% | $4,379+70.1% |
| Participant deferral / active EE | $14,397 | $4,824+198.4% | $3,976+262.1% | $6,730+113.9% |
| Admin fee / account holder | $5,939 | $8,559-30.6% | $6,100-2.6% | $14,365-58.7% |