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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 | $262,859 | $183,539+43.2% | $155,556+69.0% | $145,897+80.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 61.31%-47.9pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $19,215 | $5,315+261.5% | $4,675+311.0% | $4,663+312.1% |
| Participant deferral / active EE | $66,178 | $6,467+923.3% | $5,631+1075.3% | $6,689+889.3% |
| Admin fee / account holder | $3,418 | $19,275-82.3% | $15,885-78.5% | $13,390-74.5% |