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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 | $114,634 | $131,835-13.0% | $108,582+5.6% | $273,972-58.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 6.42% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,143 | $10,253-69.3% | $7,645-58.9% | $10,133-69.0% |