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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 | $116,304 | $133,983-13.2% | $112,244+3.6% | $134,493-13.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 5.79% | 47.13%-41.3pp | 27.46%-21.7pp | 418.01%-412.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,585 | $7,490-25.4% | $6,411-12.9% | $11,425-51.1% |