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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,198 | $53,128-75.2% | $86,582-84.8% | $70,126-81.2% |
| Participation rate | 98.7% | 65.3%+33.4pp | 73.5%+25.2pp | 69.5%+29.2pp |
| Annual return | 10.50% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,414 | $2,068-31.6% | $2,839-50.2% | $2,343-39.6% |
| Participant deferral / active EE | $466 | $2,695-82.7% | $3,609-87.1% | $3,332-86.0% |
| Admin fee / account holder | $2,036 | $3,584-43.2% | $4,904-58.5% | $4,645-56.2% |