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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 | $106,218 | $86,922+22.2% | $102,438+3.7% | $80,874+31.3% |
| Participation rate | 82.5% | 72.4%+10.1pp | 76.5%+6.0pp | 67.6%+14.9pp |
| Annual return | 11.56% | 18.90%-7.3pp | 29.37%-17.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,034 | $8,050-37.5% | $9,448-46.7% | $6,935-27.4% |