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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 | $7,301 | $102,635-92.9% | $86,209-91.5% | $139,456-94.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.89% | 1923.53%-1903.6pp | 1169.05%-1149.2pp | 373.45%-353.6pp |
| Employer contribution / active EE | $61,202 | $3,034+1917.1% | $2,381+2470.0% | $4,753+1187.7% |
| Participant deferral / active EE | $120,233 | $4,677+2470.6% | $3,986+2916.3% | $6,711+1691.5% |
| Admin fee / account holder | $1,262 | $8,661-85.4% | $6,853-81.6% | $11,407-88.9% |