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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 | $422,988 | $254,759+66.0% | $216,567+95.3% | $198,609+113.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 13.55% | 10.04%+3.5pp | 12.94%+0.6pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40,664 | $26,311+54.5% | $21,981+85.0% | $19,030+113.7% |