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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 | $31,435 | $89,532-64.9% | $103,431-69.6% | $80,911-61.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 11.86% | 22.80%-10.9pp | 23.92%-12.1pp | 35.63%-23.8pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $5,459-100.0% | $6,625-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,677 | $6,774-75.2% | $9,412-82.2% | $6,935-75.8% |