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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 | $36,661 | $115,225-68.2% | $100,712-63.6% | $138,895-73.6% |
| Participation rate | 90.5% | 74.3%+16.1pp | 69.3%+21.2pp | 79.9%+10.6pp |
| Annual return | 10.16% | 40.35%-30.2pp | 33.27%-23.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,778 | $10,844-74.4% | $9,256-70.0% | $12,562-77.9% |