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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 | $19,381 | $70,366-72.5% | $66,674-70.9% | $138,895-86.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.65% | 386.41%-364.8pp | 321.24%-299.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $36,861 | $2,765+1233.1% | $2,620+1306.9% | $4,194+778.8% |
| Participant deferral / active EE | $71,809 | $4,374+1541.7% | $4,084+1658.3% | $6,396+1022.7% |
| Admin fee / account holder | $3,605 | $5,262-31.5% | $5,098-29.3% | $12,562-71.3% |