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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 | $48,719 | $105,623-53.9% | $87,502-44.3% | $273,972-82.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,388 | $3,141+71.6% | $2,550+111.3% | $4,869+10.7% |
| Participant deferral / active EE | $8,845 | $3,601+145.6% | $3,149+180.9% | $5,287+67.3% |
| Admin fee / account holder | $4,981 | $4,781+4.2% | $4,221+18.0% | $10,133-50.8% |