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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 | $24,358 | $68,880-64.6% | $120,580-79.8% | $80,959-69.9% |
| Participation rate | 94.8% | 61.7%+33.1pp | 72.0%+22.8pp | 67.7%+27.1pp |
| Annual return | 11.54% | 23.68%-12.1pp | 107.48%-95.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,680 | $5,785-71.0% | $9,418-82.2% | $6,925-75.7% |