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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 | $155,841 | $54,541+185.7% | $78,778+97.8% | $70,126+122.2% |
| Participation rate | 82.2% | 60.8%+21.4pp | 69.2%+13.0pp | 69.5%+12.7pp |
| Annual return | 14.45% | 21.07%-6.6pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $943 | $3,709-74.6% | $5,134-81.6% | $4,645-79.7% |