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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 | $357,838 | $315,200+13.5% | $238,191+50.2% | $155,188+130.6% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.1%-77.1pp | 80.8%-80.8pp |
| Annual return | 11.50% | 10.25%+1.2pp | 13.02%-1.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,025 | $48,031-89.5% | $34,582-85.5% | $14,480-65.3% |