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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 | $81,156 | $51,222+58.4% | $70,544+15.0% | $75,173+8.0% |
| Participation rate | 88.2% | 61.0%+27.3pp | 68.4%+19.9pp | 67.2%+21.0pp |
| Annual return | 17.90% | 30.06%-12.2pp | 32.79%-14.9pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,493 | $4,096-14.7% | $6,427-45.7% | $5,651-38.2% |