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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 | $378,548 | $183,540+106.2% | $92,915+307.4% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 76.0%-76.0pp | - |
| Annual return | 15.81% | 7.80%+8.0pp | 109.45%-93.6pp | - |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,653-100.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,238-100.0% | - |
| Admin fee / account holder | $14,900 | $9,074+64.2% | $5,796+157.1% | - |