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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 | $94,523 | $55,902+69.1% | $76,030+24.3% | $80,959+16.8% |
| Participation rate | 82.4% | 62.1%+20.3pp | 69.1%+13.3pp | 67.7%+14.7pp |
| Annual return | 10.94% | 20.59%-9.7pp | 361.54%-350.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,695 | $5,239-48.6% | $6,421-58.0% | $6,925-61.1% |