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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 | $81,397 | $88,707-8.2% | $74,184+9.7% | $273,972-70.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.62% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,589 | $3,159-49.7% | $2,370-33.0% | $4,869-67.4% |
| Participant deferral / active EE | $10,793 | $4,212+156.3% | $3,550+204.1% | $5,287+104.1% |
| Admin fee / account holder | $881 | $8,717-89.9% | $5,586-84.2% | $10,133-91.3% |