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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 | $264,948 | $156,398+69.4% | $147,318+79.8% | $138,895+90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.63% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,246 | $4,853+49.3% | $4,593+57.8% | $4,194+72.8% |
| Participant deferral / active EE | $36,769 | $8,237+346.4% | $7,906+365.1% | $6,396+474.9% |
| Admin fee / account holder | $11,004 | $14,976-26.5% | $13,708-19.7% | $12,562-12.4% |