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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 | $385,230 | $155,555+147.6% | $146,866+162.3% | $155,188+148.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.85% | 115.41%-95.6pp | 102.85%-83.0pp | 148.84%-129.0pp |
| Employer contribution / active EE | $38,387 | $4,647+726.1% | $4,425+767.6% | $4,248+803.7% |
| Participant deferral / active EE | $11,531 | $8,044+43.3% | $7,759+48.6% | $6,531+76.6% |
| Admin fee / account holder | $7,981 | $14,755-45.9% | $13,620-41.4% | $14,480-44.9% |