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Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,626 | $122,063-74.9% | $184,256-83.4% | $74,478-58.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.29% | 19.92%-3.6pp | 28.85%-12.6pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $2,274 | $4,539-49.9% | $6,427-64.6% | $2,626-13.4% |
| Participant deferral / active EE | $3,896 | $7,144-45.5% | $9,133-57.3% | $4,350-10.4% |
| Admin fee / account holder | $4,445 | $1,253+254.8% | $13,899-68.0% | $1,946+128.4% |