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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 | $34,878 | $73,955-52.8% | $96,520-63.9% | $75,181-53.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.28% | 26.72%-11.4pp | 35.72%-20.4pp | 160.69%-145.4pp |
| Employer contribution / active EE | $7,235 | $2,930+146.9% | $3,739+93.5% | $2,671+170.9% |
| Participant deferral / active EE | $1,077 | $3,659-70.6% | $4,879-77.9% | $4,126-73.9% |
| Admin fee / account holder | $1,109 | $5,217-78.7% | $6,733-83.5% | $5,650-80.4% |