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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 | $309,032 | $72,426+326.7% | $67,560+357.4% | $145,897+111.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.87% | 7226.78%-7207.9pp | 3533.50%-3514.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,643 | $3,074-46.6% | $2,737-40.0% | $4,663-64.8% |
| Participant deferral / active EE | $2,142 | $4,785-55.2% | $4,004-46.5% | $6,689-68.0% |
| Admin fee / account holder | $357 | $5,514-93.5% | $3,994-91.1% | $13,390-97.3% |