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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 | $626,577 | $243,530+157.3% | $233,388+168.5% | $243,530+157.3% |
| Participation rate | 100.0% | 93.6%+6.4pp | 80.0%+20.0pp | 93.6%+6.4pp |
| Annual return | 6.18% | 7.91%-1.7pp | 7.90%-1.7pp | 7.91%-1.7pp |
| Employer contribution / active EE | $0 | $20,023-100.0% | $35,499-100.0% | $20,023-100.0% |
| Participant deferral / active EE | $0 | $11,300-100.0% | $16,930-100.0% | $11,300-100.0% |
| Admin fee / account holder | $32,429 | $64,087-49.4% | $23,740+36.6% | $64,087-49.4% |