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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 | $132,784 | $183,539-27.7% | $155,556-14.6% | $145,897-9.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 391.21% | 61.31%+329.9pp | 64.84%+326.4pp | 552.29%-161.1pp |
| Employer contribution / active EE | $21,557 | $5,315+305.6% | $4,675+361.1% | $4,663+362.3% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $370 | $19,275-98.1% | $15,885-97.7% | $13,390-97.2% |