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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 | $154,892 | $78,707+96.8% | $117,861+31.4% | $70,126+120.9% |
| Participation rate | 85.7% | 73.2%+12.5pp | 79.7%+6.0pp | 69.5%+16.2pp |
| Annual return | 15.01% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,374 | $5,066+65.3% | $8,021+4.4% | $4,645+80.3% |