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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 | $181,062+63.0% | $158,223+86.5% | $155,188+90.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.14% | 57.39%-45.2pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $18,558 | $4,565+306.6% | $4,109+351.7% | $4,248+336.9% |
| Participant deferral / active EE | $10,983 | $6,134+79.0% | $5,467+100.9% | $6,531+68.2% |
| Admin fee / account holder | $2,694 | $18,825-85.7% | $16,047-83.2% | $14,480-81.4% |