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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 | $72,446-63.9% | $67,561-61.3% | $145,877-82.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.74% | 7211.98%-7196.2pp | 3525.44%-3509.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $5,518 | $3,072+79.6% | $2,735+101.8% | $4,663+18.3% |
| Participant deferral / active EE | $21,096 | $4,785+340.9% | $4,003+427.0% | $6,691+215.3% |
| Admin fee / account holder | $1,726 | $5,541-68.9% | $4,006-56.9% | $13,402-87.1% |