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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 | $120,151 | $180,749-33.5% | $160,784-25.3% | $137,256-12.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.86% | 2234.46%-2219.6pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,328 | $4,155-68.1% | $3,733-64.4% | $4,156-68.1% |
| Participant deferral / active EE | $29,125 | $6,844+325.5% | $6,293+362.8% | $6,407+354.6% |
| Admin fee / account holder | $470 | $10,397-95.5% | $9,717-95.2% | $12,270-96.2% |