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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 | $73,039 | $138,114-47.1% | $125,391-41.8% | $134,545-45.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.64% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,336 | $5,246-17.4% | $4,816-10.0% | $4,742-8.6% |
| Participant deferral / active EE | $10,723 | $7,801+37.5% | $7,448+44.0% | $6,401+67.5% |
| Admin fee / account holder | $4,206 | $11,570-63.6% | $10,009-58.0% | $11,431-63.2% |