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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 | $596,456 | $95,664+523.5% | $76,902+675.6% | $139,487+327.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.47% | 55.03%-40.6pp | 37.91%-23.4pp | 373.84%-359.4pp |
| Employer contribution / active EE | $7,000 | $3,147+122.4% | $2,534+176.2% | $4,755+47.2% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $22,703 | $8,311+173.2% | $5,479+314.4% | $11,407+99.0% |