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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 | $28,903 | $90,509-68.1% | $78,693-63.3% | $273,968-89.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.84% | 75.61%-69.8pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,925 | $3,175+55.1% | $2,850+72.8% | $4,869+1.2% |
| Participant deferral / active EE | $3,054 | $3,901-21.7% | $3,517-13.2% | $5,287-42.2% |
| Admin fee / account holder | $2,210 | $5,264-58.0% | $4,511-51.0% | $10,132-78.2% |