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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 | $88,672-63.2% | $105,223-69.0% | $82,448-60.4% |
| Participation rate | 85.9% | 67.9%+18.0pp | 75.0%+10.8pp | 68.1%+17.8pp |
| Annual return | 13.10% | 30.86%-17.8pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $12,463 | $3,048+308.9% | $3,689+237.9% | $2,551+388.5% |
| Participant deferral / active EE | $106 | $4,036-97.4% | $5,072-97.9% | $4,139-97.4% |
| Admin fee / account holder | $2,532 | $7,146-64.6% | $8,859-71.4% | $7,234-65.0% |