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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 | $196,972+42.7% | $182,262+54.2% | $198,609+41.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.39% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $10,236 | $5,364+90.8% | $5,046+102.9% | $5,055+102.5% |
| Participant deferral / active EE | $19,698 | $8,643+127.9% | $8,276+138.0% | $6,977+182.3% |
| Admin fee / account holder | $60,686 | $18,429+229.3% | $16,712+263.1% | $19,030+218.9% |