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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 | $130,939 | $72,403+80.8% | $67,524+93.9% | $145,978-10.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.88% | 7197.23%-7185.3pp | 3519.41%-3507.5pp | 550.52%-538.6pp |
| Employer contribution / active EE | $11,695 | $3,072+280.7% | $2,734+327.8% | $4,662+150.9% |
| Participant deferral / active EE | $6,155 | $4,782+28.7% | $4,001+53.8% | $6,690-8.0% |
| Admin fee / account holder | $7,398 | $5,541+33.5% | $4,001+84.9% | $13,400-44.8% |