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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 | $42,163 | $177,156-76.2% | $147,027-71.3% | $154,746-72.8% |
| Participation rate | 0.0% | 79.4%-79.4pp | 73.7%-73.7pp | 80.7%-80.7pp |
| Annual return | 14.51% | 21.94%-7.4pp | 20.23%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,381 | $14,904-57.2% | $12,223-47.8% | $14,365-55.6% |