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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 | $146,796 | $176,077-16.6% | $159,455-7.9% | $167,518-12.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.67% | 331.83%-310.2pp | 263.63%-242.0pp | 478.71%-457.0pp |
| Employer contribution / active EE | $35,756 | $5,298+574.9% | $4,830+640.3% | $4,838+639.0% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+310.0% |
| Admin fee / account holder | $8,479 | $12,556-32.5% | $10,800-21.5% | $12,312-31.1% |