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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 | $27,690 | $150,447-81.6% | $136,298-79.7% | $147,586-81.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.74% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $7,123 | $5,256+35.5% | $4,696+51.7% | $4,876+46.1% |
| Participant deferral / active EE | $38,596 | $6,631+482.1% | $6,247+517.8% | $5,439+609.7% |
| Admin fee / account holder | $9,657 | $10,906-11.4% | $9,244+4.5% | $10,886-11.3% |