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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 | $38,999 | $48,364-19.4% | $71,796-45.7% | $62,881-38.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 8.43% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,634 | $1,042+152.9% | $1,924+36.9% | $2,281+15.5% |
| Participant deferral / active EE | $8,563 | $2,091+309.5% | $2,794+206.4% | $3,203+167.4% |
| Admin fee / account holder | $11,948 | $3,771+216.8% | $4,815+148.1% | $4,296+178.1% |