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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 | $32,638 | $93,345-65.0% | $119,126-72.6% | $87,485-62.7% |
| Participation rate | 85.9% | 68.7%+17.1pp | 75.8%+10.1pp | 68.9%+17.0pp |
| Annual return | 13.10% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $12,463 | $3,172+292.9% | $4,034+209.0% | $2,596+380.0% |
| Participant deferral / active EE | $106 | $4,099-97.4% | $5,318-98.0% | $4,274-97.5% |
| Admin fee / account holder | $2,532 | $8,039-68.5% | $10,693-76.3% | $7,775-67.4% |