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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 | $100,150 | $138,102-27.5% | $125,381-20.1% | $134,532-25.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.32% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $8,125 | $5,245+54.9% | $4,815+68.7% | $4,741+71.4% |
| Participant deferral / active EE | $21,773 | $7,801+179.1% | $7,448+192.3% | $6,401+240.1% |
| Admin fee / account holder | $4,636 | $11,568-59.9% | $10,007-53.7% | $11,429-59.4% |