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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,799 | $165,399+63.7% | $149,745+80.8% | $158,982+70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.16% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $58,525 | $5,105+1046.5% | $4,646+1159.8% | $4,763+1128.8% |
| Participant deferral / active EE | $49,451 | $7,183+588.5% | $6,843+622.6% | $5,983+726.5% |
| Admin fee / account holder | $14,774 | $10,811+36.7% | $9,312+58.7% | $11,252+31.3% |