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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 | $47,237 | $77,814-39.3% | $158,223-70.1% | $86,983-45.7% |
| Participation rate | 98.7% | 68.4%+30.3pp | 79.2%+19.5pp | 69.5%+29.2pp |
| Annual return | 21.55% | 30.54%-9.0pp | 52.09%-30.5pp | 25.83%-4.3pp |
| Employer contribution / active EE | $9,246 | $2,592+256.7% | $4,109+125.0% | $2,584+257.8% |
| Participant deferral / active EE | $872 | $3,270-73.3% | $5,467-84.1% | $4,194-79.2% |
| Admin fee / account holder | $4,428 | $5,879-24.7% | $16,047-72.4% | $7,856-43.6% |