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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 | $20,934 | $63,365-67.0% | $91,994-77.2% | $72,975-71.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.48% | 35.35%-11.9pp | 69.04%-45.6pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,114 | $2,116-47.4% | $3,453-67.7% | $2,440-54.4% |
| Participant deferral / active EE | $1,758 | $4,883-64.0% | $5,924-70.3% | $3,608-51.3% |
| Admin fee / account holder | $1,070 | $4,670-77.1% | $7,744-86.2% | $5,124-79.1% |