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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 | $14,318 | $75,720-81.1% | $90,312-84.1% | $86,983-83.5% |
| Participation rate | 82.9% | 66.3%+16.7pp | 72.9%+10.0pp | 69.5%+13.4pp |
| Annual return | 15.70% | 18.55%-2.9pp | 18.90%-3.2pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $737 | $6,201-88.1% | $8,248-91.1% | $7,856-90.6% |