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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 | $1,285,215 | $223,823+474.2% | $211,142+508.7% | $154,746+730.5% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 17.28% | 50.39%-33.1pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,568 | $19,707+34.8% | $19,076+39.3% | $14,365+84.9% |