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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 | $25,860 | $85,171-69.6% | $172,752-85.0% | $72,975-64.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.40% | 27.32%-9.9pp | 802.97%-785.6pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,940 | $3,324-41.6% | $5,144-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $855 | $3,260-73.8% | $5,198-83.5% | $3,608-76.3% |
| Admin fee / account holder | $2,247 | $5,880-61.8% | $13,955-83.9% | $5,124-56.2% |