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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 | $33,471 | $57,828-42.1% | $117,039-71.4% | $70,126-52.3% |
| Participation rate | 98.4% | 67.1%+31.3pp | 77.2%+21.2pp | 69.5%+28.9pp |
| Annual return | 15.30% | 17.55%-2.2pp | 18.95%-3.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $430 | $3,548-87.9% | $5,974-92.8% | $4,645-90.7% |