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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 | $157,681 | $103,393+52.5% | $87,103+81.0% | $152,909+3.1% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.9%+14.4pp | 82.5%+8.8pp |
| Annual return | 12.27% | 28.10%-15.8pp | 28.19%-15.9pp | 345.46%-333.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,799 | $12,195-85.3% | $7,491-76.0% | $11,601-84.5% |