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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 | $100,529 | $51,708+94.4% | $106,619-5.7% | $62,881+59.9% |
| Participation rate | 76.3% | 66.9%+9.4pp | 78.0%-1.7pp | 69.3%+7.0pp |
| Annual return | 7.87% | 4.69%+3.2pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,415 | $3,349-57.8% | $6,418-78.0% | $4,296-67.1% |