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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $487,100 | $160,070+204.3% | $147,117+231.1% | $145,897+233.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.01% | 98.69%-92.7pp | 420.54%-414.5pp | 552.29%-546.3pp |
| Employer contribution / active EE | $73,076 | $5,285+1282.8% | $4,932+1381.5% | $4,663+1467.3% |
| Participant deferral / active EE | $51,207 | $8,419+508.2% | $8,065+535.0% | $6,689+665.5% |
| Admin fee / account holder | $34,724 | $15,035+131.0% | $12,993+167.3% | $13,390+159.3% |