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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 | $109,489 | $106,588+2.7% | $94,215+16.2% | $155,188-29.4% |
| Participation rate | 77.8% | 74.3%+3.5pp | 70.0%+7.8pp | 80.8%-3.0pp |
| Annual return | 12.33% | 29.39%-17.1pp | 28.22%-15.9pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,277 | $12,281+32.5% | $10,216+59.3% | $14,480+12.4% |