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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 | $33,347 | $96,956-65.6% | $69,779-52.2% | $273,972-87.8% |
| Participation rate | 70.0% | 77.1%-7.1pp | 71.8%-1.8pp | 83.0%-13.0pp |
| Annual return | 5.73% | 12.93%-7.2pp | 12.99%-7.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $766 | $7,934-90.3% | $4,381-82.5% | $10,133-92.4% |