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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 | $199,526 | $57,065+249.6% | $75,670+163.7% | $70,131+184.5% |
| Participation rate | 90.0% | 68.1%+21.9pp | 72.3%+17.7pp | 69.5%+20.5pp |
| Annual return | 14.25% | 23.57%-9.3pp | 27.34%-13.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,138 | $3,825+8.2% | $5,800-28.7% | $4,645-10.9% |