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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 | $61,558 | $176,105-65.0% | $159,474-61.4% | $167,536-63.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.54% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $7,597 | $5,299+43.4% | $4,831+57.3% | $4,839+57.0% |
| Participant deferral / active EE | $34,038 | $7,751+339.1% | $7,353+362.9% | $6,342+436.7% |
| Admin fee / account holder | $583 | $12,559-95.4% | $10,802-94.6% | $12,315-95.3% |