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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $474,298 | $175,231+170.7% | $149,696+216.8% | $139,466+240.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.43% | 166.77%-159.3pp | 134.46%-127.0pp | 373.66%-366.2pp |
| Employer contribution / active EE | $108,550 | $5,478+1881.6% | $4,821+2151.7% | $4,754+2183.4% |
| Participant deferral / active EE | $49,300 | $6,521+656.0% | $5,682+767.7% | $6,712+634.5% |
| Admin fee / account holder | $4,701 | $16,155-70.9% | $13,212-64.4% | $11,409-58.8% |