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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 | $167,210 | $58,493+185.9% | $84,023+99.0% | $72,976+129.1% |
| Participation rate | 73.1% | 61.2%+11.8pp | 69.0%+4.1pp | 69.5%+3.6pp |
| Annual return | 18.49% | 28.93%-10.4pp | 71.32%-52.8pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $55,404 | $4,569+1112.7% | $6,102+808.0% | $5,124+981.2% |