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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 | $304,485 | $107,809+182.4% | $97,032+213.8% | $155,188+96.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 71.6%+14.1pp | 80.8%+4.9pp |
| Annual return | 16.04% | 38.06%-22.0pp | 35.38%-19.3pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,848 | $10,717-36.1% | $9,418-27.3% | $14,480-52.7% |