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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 | $99,717 | $58,275+71.1% | $81,844+21.8% | $80,935+23.2% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.1pp |
| Annual return | 14.88% | 41.82%-26.9pp | 778.87%-764.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $36,535 | $4,749+669.4% | $7,355+396.7% | $6,924+427.6% |