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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 | $32,307 | $100,938-68.0% | $90,461-64.3% | $158,982-79.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.14% | 1727.20%-1716.1pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $18,740 | $3,691+407.7% | $3,264+474.2% | $4,763+293.5% |
| Participant deferral / active EE | $37,646 | $4,350+765.5% | $3,964+849.6% | $5,983+529.2% |
| Admin fee / account holder | $1,524 | $6,510-76.6% | $5,617-72.9% | $11,252-86.5% |