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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 | $26,166 | $72,465-63.9% | $67,575-61.3% | $145,884-82.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.74% | 7222.56%-7206.8pp | 3528.98%-3513.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $5,518 | $3,074+79.5% | $2,736+101.7% | $4,662+18.4% |
| Participant deferral / active EE | $21,096 | $4,786+340.8% | $4,003+426.9% | $6,690+215.4% |
| Admin fee / account holder | $1,726 | $5,515-68.7% | $3,993-56.8% | $13,392-87.1% |