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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 | $286,234 | $109,967+160.3% | $97,197+194.5% | $145,877+96.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 244.27%-230.5pp | 75.47%-61.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,680 | $3,077-12.9% | $2,723-1.6% | $4,663-42.5% |
| Participant deferral / active EE | $13,217 | $4,676+182.6% | $4,263+210.0% | $6,691+97.5% |
| Admin fee / account holder | $10,192 | $6,199+64.4% | $5,637+80.8% | $13,402-24.0% |