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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $295,115 | $185,312+59.3% | $161,489+82.7% | $154,746+90.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.14% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $18,558 | $4,769+289.1% | $4,268+334.8% | $4,379+323.8% |
| Participant deferral / active EE | $10,983 | $6,350+73.0% | $5,630+95.1% | $6,730+63.2% |
| Admin fee / account holder | $2,694 | $18,654-85.6% | $16,006-83.2% | $14,365-81.2% |