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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 | $41,082 | $155,555-73.6% | $146,866-72.0% | $155,188-73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.78% | 115.41%-101.6pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,209 | $8,044+89.1% | $7,759+96.0% | $6,531+132.9% |
| Admin fee / account holder | $5,470 | $14,755-62.9% | $13,620-59.8% | $14,480-62.2% |