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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 | $398,173 | $160,070+148.7% | $147,117+170.7% | $145,897+172.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.42% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,189 | $5,285-77.5% | $4,932-75.9% | $4,663-74.5% |
| Participant deferral / active EE | $2,688 | $8,419-68.1% | $8,065-66.7% | $6,689-59.8% |
| Admin fee / account holder | $11,106 | $15,035-26.1% | $12,993-14.5% | $13,390-17.1% |