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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 | $50,067 | $176,120-71.6% | $159,487-68.6% | $167,553-70.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.48% | 331.95%-316.5pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $8,778 | $5,299+65.6% | $4,831+81.7% | $4,840+81.4% |
| Participant deferral / active EE | $22,400 | $7,752+189.0% | $7,354+204.6% | $6,343+253.2% |
| Admin fee / account holder | $12,245 | $12,561-2.5% | $10,804+13.3% | $12,316-0.6% |