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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 | $47,515 | $124,314-61.8% | $109,163-56.5% | $167,518-71.6% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.9%+8.3pp | 82.1%+2.1pp |
| Annual return | 12.47% | 26.04%-13.6pp | 25.75%-13.3pp | 478.71%-466.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,037 | $7,973-61.9% | $6,754-55.0% | $12,312-75.3% |