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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 | $841,190 | $160,070+425.5% | $147,117+471.8% | $145,897+476.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.39% | 98.69%-82.3pp | 420.54%-404.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,785 | $5,285-47.3% | $4,932-43.5% | $4,663-40.3% |
| Participant deferral / active EE | $13,404 | $8,419+59.2% | $8,065+66.2% | $6,689+100.4% |
| Admin fee / account holder | $6,092 | $15,035-59.5% | $12,993-53.1% | $13,390-54.5% |