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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 | $95,414 | $153,311-37.8% | $109,313-12.7% | $273,972-65.2% |
| Participation rate | 70.0% | 80.1%-10.1pp | 71.3%-1.3pp | 83.0%-13.0pp |
| Annual return | 9.41% | 29.86%-20.5pp | 22.07%-12.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,625 | $8,076+304.0% | $5,666+475.7% | $10,133+222.0% |