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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 | $655,409 | $142,430+360.2% | $115,170+469.1% | $152,897+328.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 29.32% | 41.48%-12.2pp | 35.60%-6.3pp | 345.43%-316.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,117 | $8,464+114.1% | $7,089+155.6% | $11,599+56.2% |