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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 | $14,103 | $75,962-81.4% | $154,108-90.8% | $64,173-78.0% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | 8.09% | 30.32%-22.2pp | 735.21%-727.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,006 | $3,350-70.0% | $5,298-81.0% | $2,381-57.8% |
| Participant deferral / active EE | $615 | $3,175-80.6% | $5,081-87.9% | $3,470-82.3% |
| Admin fee / account holder | $1,147 | $5,589-79.5% | $13,411-91.4% | $4,887-76.5% |