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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 | $174,280 | $82,630+110.9% | $64,105+171.9% | $125,389+39.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | 0.81% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,847 | $6,382-24.0% | $4,499+7.7% | $9,541-49.2% |