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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 | $51,618 | $171,930-70.0% | $151,266-65.9% | $154,746-66.6% |
| Participation rate | 0.0% | 80.5%-80.5pp | 77.0%-77.0pp | 80.7%-80.7pp |
| Annual return | 17.99% | 242.03%-224.0pp | 180.60%-162.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,191-100.0% | $7,337-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,609 | $15,803-45.5% | $13,159-34.6% | $14,365-40.1% |