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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 | $54,866 | $52,678+4.2% | $75,784-27.6% | $59,633-8.0% |
| Participation rate | 86.4% | 67.2%+19.1pp | 75.8%+10.5pp | 68.7%+17.7pp |
| Annual return | -1.78% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,544 | $3,610+164.4% | $5,300+80.1% | $4,297+122.1% |