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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 | $30,079 | $62,583-51.9% | $76,767-60.8% | $64,173-53.1% |
| Participation rate | 89.4% | 72.8%+16.5pp | 77.0%+12.4pp | 69.6%+19.8pp |
| Annual return | 11.28% | -1.95%+13.2pp | 2.43%+8.9pp | 7.63%+3.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $354 | $4,667-92.4% | $6,675-94.7% | $4,887-92.8% |