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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 | $52,771 | $91,439-42.3% | $135,974-61.2% | $71,511-26.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.82% | 29.90%-9.1pp | 68.30%-47.5pp | 28.86%-8.0pp |
| Employer contribution / active EE | $1,024 | $3,705-72.4% | $4,859-78.9% | $2,589-60.5% |
| Participant deferral / active EE | $3,075 | $7,093-56.6% | $7,760-60.4% | $4,291-28.3% |
| Admin fee / account holder | $3,985 | $1,267+214.6% | $10,767-63.0% | $1,588+150.9% |