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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 | $34,045 | $94,439-63.9% | $73,658-53.8% | $154,746-78.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 14.37% | 28.25%-13.9pp | 29.72%-15.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $10,201 | $1,257+711.4% | $1,032+888.1% | $4,379+132.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,017 | $3,843-47.5% | $3,357-39.9% | $14,365-86.0% |