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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 | $17,255 | $115,911-85.1% | $100,530-82.8% | $158,950-89.1% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 15.55% | 34.80%-19.3pp | 30.89%-15.3pp | 302.91%-287.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,175 | $6,676-37.5% | $6,271-33.4% | $5,983-30.2% |
| Admin fee / account holder | $2,081 | $10,999-81.1% | $8,083-74.3% | $11,248-81.5% |