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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 | $39,765 | $51,466-22.7% | $78,778-49.5% | $62,293-36.2% |
| Participation rate | 77.3% | 59.8%+17.5pp | 69.2%+8.1pp | 69.5%+7.8pp |
| Annual return | 460.55% | 19.96%+440.6pp | 35.62%+424.9pp | 28.90%+431.7pp |
| Employer contribution / active EE | $1,619 | $827+95.8% | $1,986-18.4% | $2,042-20.7% |
| Participant deferral / active EE | $54 | $2,147-97.5% | $2,958-98.2% | $3,169-98.3% |
| Admin fee / account holder | $2,073 | $489+323.7% | $5,134-59.6% | $479+332.5% |