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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 | $465,244 | $183,539+153.5% | $155,556+199.1% | $145,897+218.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $26,271 | $5,315+394.2% | $4,675+461.9% | $4,663+463.4% |
| Participant deferral / active EE | $33,196 | $6,467+413.3% | $5,631+489.5% | $6,689+396.2% |
| Admin fee / account holder | $4,332 | $19,275-77.5% | $15,885-72.7% | $13,390-67.6% |