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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 | $331,424 | $162,967+103.4% | $135,792+144.1% | $138,895+138.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.6%+16.3pp | 79.9%+9.0pp |
| Annual return | 19.34% | 30.08%-10.7pp | 25.96%-6.6pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,365 | $15,306-71.5% | $12,266-64.4% | $12,562-65.3% |