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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 | $399,452 | $138,114+189.2% | $125,391+218.6% | $134,545+196.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.19% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $8,610 | $5,246+64.1% | $4,816+78.8% | $4,742+81.6% |
| Participant deferral / active EE | $12,300 | $7,801+57.7% | $7,448+65.1% | $6,401+92.1% |
| Admin fee / account holder | $5,350 | $11,570-53.8% | $10,009-46.5% | $11,431-53.2% |