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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 | $43,207 | $65,034-33.6% | $90,970-52.5% | $79,856-45.9% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.0%+26.9pp | 69.6%+26.3pp |
| Annual return | 23.35% | 30.45%-7.1pp | 134.60%-111.2pp | 31.71%-8.4pp |
| Employer contribution / active EE | $5,825 | $1,247+366.9% | $2,122+174.5% | $2,471+135.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $349 | $4,536-92.3% | $5,961-94.1% | $5,306-93.4% |