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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 | $49,140 | $102,663-52.1% | $86,216-43.0% | $139,466-64.8% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 27.76% | 1924.52%-1896.8pp | 1169.42%-1141.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,228 | $8,663-74.3% | $6,853-67.5% | $11,409-80.5% |