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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 | $33,425 | $99,031-66.2% | $86,597-61.4% | $147,585-77.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.54% | 1312.56%-1297.0pp | 964.96%-949.4pp | 578.57%-563.0pp |
| Employer contribution / active EE | $3,108 | $3,132-0.8% | $2,840+9.5% | $4,876-36.3% |
| Participant deferral / active EE | $1,737 | $3,972-56.3% | $3,609-51.9% | $5,439-68.1% |
| Admin fee / account holder | $704 | $5,711-87.7% | $4,906-85.7% | $10,885-93.5% |