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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 | $125,660 | $114,013+10.2% | $103,693+21.2% | $155,188-19.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.3pp | 80.8%-3.9pp |
| Annual return | 12.06% | 49.31%-37.3pp | 47.61%-35.6pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $553 | $8,407-93.4% | $7,858-93.0% | $14,480-96.2% |