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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 | $18,592 | $49,891-62.7% | $80,607-76.9% | $75,181-75.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 14.69% | 34.67%-20.0pp | 936.11%-921.4pp | 160.69%-146.0pp |
| Employer contribution / active EE | $9,169 | $1,698+439.9% | $2,724+236.6% | $2,671+243.3% |
| Participant deferral / active EE | $489 | $2,991-83.7% | $4,448-89.0% | $4,126-88.2% |
| Admin fee / account holder | $982 | $3,578-72.6% | $5,379-81.7% | $5,650-82.6% |