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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 | $54,974 | $65,395-15.9% | $182,558-69.9% | $72,976-24.7% |
| Participation rate | 85.3% | 65.4%+19.9pp | 78.0%+7.3pp | 69.5%+15.8pp |
| Annual return | 27.05% | 27.68%-0.6pp | 148.59%-121.5pp | 81.02%-54.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,165 | $4,245-25.4% | $8,594-63.2% | $5,124-38.2% |