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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 | $308,182 | $176,105+75.0% | $159,474+93.2% | $167,536+84.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.97% | 331.91%-326.9pp | 263.68%-258.7pp | 478.82%-473.8pp |
| Employer contribution / active EE | $38,500 | $5,299+626.6% | $4,831+697.0% | $4,839+695.6% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $557 | $12,559-95.6% | $10,802-94.8% | $12,315-95.5% |