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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 | $115,213 | $124,298-7.3% | $109,152+5.6% | $167,497-31.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 25.32% | 26.04%-0.7pp | 25.75%-0.4pp | 478.62%-453.3pp |
| Employer contribution / active EE | $0 | $4,208-100.0% | $3,722-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,115 | $7,971-73.5% | $6,753-68.7% | $12,310-82.8% |