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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 | $3,846 | $16,790-77.1% | $64,489-94.0% | $67,986-94.3% |
| Participation rate | 74.6% | 62.4%+12.2pp | 67.7%+6.9pp | 57.2%+17.4pp |
| Annual return | 31.12% | 30.55%+0.6pp | 55.03%-23.9pp | 31.67%-0.5pp |
| Employer contribution / active EE | $389 | $648-40.0% | $1,523-74.5% | $2,019-80.7% |
| Participant deferral / active EE | $699 | $1,510-53.7% | $2,778-74.8% | $3,358-79.2% |
| Admin fee / account holder | $526 | $1,690-68.9% | $4,260-87.7% | $3,203-83.6% |