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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 | $445,000 | $104,924+324.1% | $84,623+425.9% | $152,885+191.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 10.65% | 373.82%-363.2pp | 258.77%-248.1pp | 345.39%-334.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,835 | $6,242+57.6% | $4,913+100.2% | $11,598-15.2% |