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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 | $136,860+129.1% | $120,344+160.5% | $154,746+102.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.30% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $13,735 | $3,533+288.7% | $3,020+354.8% | $4,379+213.6% |
| Participant deferral / active EE | $32,957 | $5,793+468.9% | $5,135+541.8% | $6,730+389.7% |
| Admin fee / account holder | $9,564 | $15,393-37.9% | $12,742-24.9% | $14,365-33.4% |