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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 | $373,047 | $96,678+285.9% | $86,640+330.6% | $139,466+167.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.73% | 106.69%-97.0pp | 592.52%-582.8pp | 373.66%-363.9pp |
| Employer contribution / active EE | $26,454 | $3,265+710.1% | $3,024+774.7% | $4,754+456.5% |
| Participant deferral / active EE | $44,273 | $4,837+815.3% | $4,438+897.5% | $6,712+559.6% |
| Admin fee / account holder | $95,586 | $6,410+1391.2% | $5,616+1602.1% | $11,409+737.8% |