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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,124 | $79,169-74.6% | $100,415-80.0% | $74,478-73.0% |
| Participation rate | 93.3% | 79.4%+13.9pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 248.92% | 20.51%+228.4pp | 49.47%+199.4pp | 1370.56%-1121.6pp |
| Employer contribution / active EE | $2,147 | $3,017-28.8% | $3,943-45.5% | $2,626-18.2% |
| Participant deferral / active EE | $3,130 | $7,751-59.6% | $8,091-61.3% | $4,350-28.0% |
| Admin fee / account holder | $2,123 | $1,337+58.7% | $7,906-73.1% | $1,946+9.1% |