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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.)
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 | $27,628 | $72,492-61.9% | $87,104-68.3% | $72,975-62.1% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 18.80% | 24.46%-5.7pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $864 | $3,270-73.6% | $4,048-78.7% | $3,608-76.0% |
| Admin fee / account holder | $4,136 | $5,055-18.2% | $7,491-44.8% | $5,124-19.3% |