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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 | $1,147,341 | $299,959+282.5% | $185,851+517.3% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 31.22% | 9.80%+21.4pp | 122.11%-90.9pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,168-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,569-100.0% | - |
| Admin fee / account holder | $59,332 | $47,864+24.0% | $16,245+265.2% | - |