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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $822,245 | $198,836+313.5% | $102,437+702.7% | - |
| Participation rate | 0.0% | 60.8%-60.8pp | 74.5%-74.5pp | - |
| Annual return | 10.11% | 12.43%-2.3pp | 24.95%-14.8pp | - |
| Employer contribution / active EE | $0 | $2,607-100.0% | $3,871-100.0% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,060-100.0% | - |
| Admin fee / account holder | $41,748 | $10,004+317.3% | $8,388+397.7% | - |