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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 | $107,988 | $29,733+263.2% | $56,025+92.7% | $80,959+33.4% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 12.45% | 35.28%-22.8pp | 1712.69%-1700.2pp | 35.67%-23.2pp |
| Employer contribution / active EE | $6,681 | $672+894.5% | $1,042+541.4% | $2,757+142.3% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,703 | $2,434+11.1% | $2,828-4.4% | $6,925-61.0% |