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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 | $28,609 | $64,719-55.8% | $112,249-74.5% | $68,486-58.2% |
| Participation rate | 94.5% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.6pp |
| Annual return | 1.93% | -11.40%+13.3pp | 27.48%-25.5pp | -7.85%+9.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $307 | $5,232-94.1% | $6,412-95.2% | $5,404-94.3% |