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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,628 | $81,258-79.5% | $105,218-84.2% | $59,633-72.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | 1.38% | 1.96%-0.6pp | 5.33%-4.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $837 | $5,841-85.7% | $6,992-88.0% | $4,297-80.5% |