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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,431 | $114,013-85.6% | $103,693-84.2% | $155,188-89.4% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 18.26% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $646 | $8,407-92.3% | $7,858-91.8% | $14,480-95.5% |