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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 | $51,853 | $88,754-41.6% | $81,820-36.6% | $145,877-64.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $31,807 | $3,085+930.9% | $2,915+991.1% | $4,663+582.1% |
| Participant deferral / active EE | $3,433 | $4,648-26.1% | $4,323-20.6% | $6,691-48.7% |
| Admin fee / account holder | $1,637 | $8,424-80.6% | $7,391-77.9% | $13,402-87.8% |