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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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,750 | $60,349+43.7% | $74,184+16.9% | $62,881+38.0% |
| Participation rate | 89.8% | 72.7%+17.1pp | 76.6%+13.2pp | 69.3%+20.5pp |
| Annual return | 8.37% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $582 | $1,680-65.4% | $2,370-75.4% | $2,281-74.5% |
| Participant deferral / active EE | $3,137 | $2,856+9.8% | $3,550-11.6% | $3,203-2.0% |
| Admin fee / account holder | $1,072 | $4,261-74.8% | $5,586-80.8% | $4,296-75.0% |