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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 | $106,333 | $100,895+5.4% | $90,430+17.6% | $158,950-33.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.24% | 1725.54%-1712.3pp | 1293.73%-1280.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $13,013 | $3,689+252.8% | $3,262+298.9% | $4,762+173.3% |
| Participant deferral / active EE | $6,520 | $4,347+50.0% | $3,963+64.5% | $5,983+9.0% |
| Admin fee / account holder | $3,581 | $6,505-44.9% | $5,613-36.2% | $11,248-68.2% |