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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 | $26,460 | $67,602-60.9% | $82,312-67.9% | $70,126-62.3% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 13.63% | 21.57%-7.9pp | 25.88%-12.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $700 | $4,512-84.5% | $5,608-87.5% | $4,645-84.9% |