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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 | $114,013 | $58,627+94.5% | $76,735+48.6% | $82,448+38.3% |
| Participation rate | 78.8% | 63.2%+15.6pp | 69.5%+9.3pp | 68.1%+10.7pp |
| Annual return | 13.91% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,998 | $5,323-43.7% | $7,189-58.3% | $7,234-58.6% |