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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 | $353,575 | $175,259+101.7% | $149,723+136.2% | $139,487+153.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.84% | 166.82%-144.0pp | 134.50%-111.7pp | 373.84%-351.0pp |
| Employer contribution / active EE | $22,763 | $5,478+315.5% | $4,821+372.1% | $4,755+378.7% |
| Participant deferral / active EE | $15,375 | $6,522+135.8% | $5,682+170.6% | $6,713+129.0% |
| Admin fee / account holder | $99,392 | $16,158+515.1% | $13,215+652.1% | $11,407+771.3% |