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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 | $276,292 | $110,039+151.1% | $97,260+184.1% | $145,884+89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.75% | 244.44%-231.7pp | 75.54%-62.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $433 | $3,074-85.9% | $2,721-84.1% | $4,662-90.7% |
| Participant deferral / active EE | $159,980 | $4,674+3322.9% | $4,262+3654.0% | $6,690+2291.5% |
| Admin fee / account holder | $16,085 | $6,204+159.3% | $5,640+185.2% | $13,392+20.1% |