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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 | $336,308 | $161,852+107.8% | $92,240+264.6% | - |
| Participation rate | 0.0% | 64.7%-64.7pp | 76.5%-76.5pp | - |
| Annual return | 7.78% | 7.35%+0.4pp | 176.29%-168.5pp | - |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,680-100.0% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $13,183 | $7,254+81.7% | $5,194+153.8% | - |