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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $2,096,171 | $350,654+497.8% | $161,489+1198.0% | - |
| Participation rate | 0.0% | 49.8%-49.8pp | 78.7%-78.7pp | - |
| Annual return | 7.22% | 7.72%-0.5pp | 89.72%-82.5pp | - |
| Employer contribution / active EE | $0 | $954-100.0% | $4,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,899-100.0% | $5,630-100.0% | - |
| Admin fee / account holder | $82,800 | $106,898-22.5% | $16,006+417.3% | - |