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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 | $281,108 | $154,228+82.3% | $145,433+93.3% | $137,256+104.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.39% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $10,236 | $4,804+113.1% | $4,554+124.7% | $4,156+146.3% |
| Participant deferral / active EE | $19,698 | $8,216+139.7% | $7,897+149.4% | $6,407+207.5% |
| Admin fee / account holder | $60,686 | $14,344+323.1% | $13,129+362.2% | $12,270+394.6% |