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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 | $138,994 | $92,743+49.9% | $82,744+68.0% | $134,532+3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.31% | 946.63%-959.9pp | 702.22%-715.5pp | 418.27%-431.6pp |
| Employer contribution / active EE | $35,050 | $3,273+971.0% | $3,008+1065.2% | $4,741+639.3% |
| Participant deferral / active EE | $80,841 | $4,802+1583.6% | $4,395+1739.6% | $6,401+1163.0% |
| Admin fee / account holder | $1,157 | $5,977-80.6% | $5,325-78.3% | $11,429-89.9% |