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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 | $127,627 | $202,460-37.0% | $169,385-24.7% | $139,456-8.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.81% | 532.07%-511.3pp | 405.82%-385.0pp | 373.45%-352.6pp |
| Employer contribution / active EE | $13,267 | $4,691+182.8% | $4,012+230.7% | $4,753+179.2% |
| Participant deferral / active EE | $18,769 | $6,938+170.5% | $6,221+201.7% | $6,711+179.7% |
| Admin fee / account holder | $1,927 | $10,719-82.0% | $9,011-78.6% | $11,407-83.1% |