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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,003 | $102,595-68.8% | $94,057-66.0% | $154,746-79.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.92% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $86,296 | $3,147+2641.9% | $2,933+2842.1% | $4,379+1870.6% |
| Participant deferral / active EE | $167,807 | $5,118+3178.6% | $4,709+3463.2% | $6,730+2393.3% |
| Admin fee / account holder | $1,112 | $7,736-85.6% | $7,244-84.7% | $14,365-92.3% |