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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 | $18,111 | $138,114-86.9% | $125,391-85.6% | $134,545-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.71% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $2,887 | $5,246-45.0% | $4,816-40.1% | $4,742-39.1% |
| Participant deferral / active EE | $8,404 | $7,801+7.7% | $7,448+12.8% | $6,401+31.3% |
| Admin fee / account holder | $368 | $11,570-96.8% | $10,009-96.3% | $11,431-96.8% |