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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 | $78,690-40.0% | $161,489-70.7% | $87,485-46.0% |
| Participation rate | 98.7% | 67.5%+31.3pp | 78.7%+20.0pp | 68.9%+29.8pp |
| Annual return | 21.55% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $9,246 | $2,588+257.2% | $4,268+116.6% | $2,596+256.1% |
| Participant deferral / active EE | $872 | $3,311-73.7% | $5,630-84.5% | $4,274-79.6% |
| Admin fee / account holder | $4,428 | $6,724-34.1% | $16,006-72.3% | $7,775-43.1% |