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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 | $78,884 | $110,137-28.4% | $161,149-51.0% | $82,637-4.5% |
| Participation rate | 89.7% | 72.4%+17.4pp | 78.8%+10.9pp | 68.1%+21.7pp |
| Annual return | 14.89% | 20.69%-5.8pp | 21.16%-6.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,324 | $9,467-64.9% | $15,194-78.1% | $7,339-54.7% |