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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 | $91,544 | $48,078+90.4% | $78,676+16.4% | $62,881+45.6% |
| Participation rate | 79.1% | 65.2%+13.9pp | 73.6%+5.5pp | 69.3%+9.8pp |
| Annual return | 5.58% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,311 | $3,206-27.9% | $4,510-48.8% | $4,296-46.2% |