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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 | $313,550 | $124,425+152.0% | $112,040+179.9% | $137,256+128.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.30% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $13,735 | $3,411+302.6% | $2,954+365.0% | $4,156+230.5% |
| Participant deferral / active EE | $32,957 | $5,718+476.3% | $5,098+546.5% | $6,407+414.4% |
| Admin fee / account holder | $9,564 | $15,207-37.1% | $12,098-20.9% | $12,270-22.1% |