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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 | $61,631 | $168,636-63.5% | $147,617-58.2% | $125,393-50.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.74% | 77.65%-78.4pp | 61.98%-62.7pp | 282.23%-283.0pp |
| Employer contribution / active EE | $36,743 | $6,252+487.7% | $5,565+560.3% | $4,866+655.1% |
| Participant deferral / active EE | $18,000 | $5,507+226.9% | $4,895+267.7% | $5,351+236.4% |
| Admin fee / account holder | $485 | $13,580-96.4% | $11,611-95.8% | $9,541-94.9% |