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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 | $109,469 | $146,267-25.2% | $197,124-44.5% | $82,448+32.8% |
| Participation rate | 98.8% | 84.0%+14.8pp | 86.7%+12.1pp | 68.1%+30.8pp |
| Annual return | 56.54% | 29.61%+26.9pp | 44.34%+12.2pp | 41.64%+14.9pp |
| Employer contribution / active EE | $3,694 | $4,723-21.8% | $6,227-40.7% | $2,551+44.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,942 | $14,422-79.6% | $16,298-81.9% | $7,234-59.3% |