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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 | $216,869 | $74,879,922-99.7% | $40,145,923-99.5% | $273,972-20.8% |
| Participation rate | 0.0% | 74.1%-74.1pp | 68.4%-68.4pp | 83.0%-83.0pp |
| Annual return | 5.53% | 2.55%+3.0pp | 5.24%+0.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,865 | $3,725+191.7% | $2,903+274.2% | $10,133+7.2% |