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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 | $167,422 | $47,479+252.6% | $62,929+166.1% | $82,448+103.1% |
| Participation rate | 78.1% | 66.9%+11.3pp | 73.1%+5.0pp | 68.1%+10.1pp |
| Annual return | 26.33% | 20.34%+6.0pp | 1063.93%-1037.6pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,752 | $3,804+24.9% | $5,065-6.2% | $7,234-34.3% |