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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 | $185,141+79.0% | $153,416+116.0% | $155,188+113.6% |
| Participation rate | 88.9% | 79.9%+9.0pp | 74.3%+14.5pp | 80.8%+8.1pp |
| Annual return | 19.34% | 18.72%+0.6pp | 17.84%+1.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,365 | $16,005-72.7% | $13,095-66.7% | $14,480-69.9% |