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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 | $32,315 | $136,860-76.4% | $120,344-73.1% | $154,746-79.1% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 10.83% | 21.38%-10.5pp | 20.30%-9.5pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,908 | $15,393-74.6% | $12,742-69.3% | $14,365-72.8% |