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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 | $138,593 | $99,011+40.0% | $86,582+60.1% | $147,586-6.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.21% | 1312.75%-1296.5pp | 965.08%-948.9pp | 578.59%-562.4pp |
| Employer contribution / active EE | $12,764 | $3,132+307.5% | $2,839+349.5% | $4,876+161.8% |
| Participant deferral / active EE | $6,643 | $3,972+67.2% | $3,609+84.1% | $5,439+22.1% |
| Admin fee / account holder | $2,359 | $5,709-58.7% | $4,904-51.9% | $10,886-78.3% |