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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,000 | $263,825-97.7% | $181,922-96.7% | $263,825-97.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 91.6%+8.4pp | 78.8%+21.2pp |
| Annual return | 0.00% | 13.08%-13.1pp | 11.09%-11.1pp | 13.08%-13.1pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $8,201-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $453-100.0% | $5,893-100.0% |
| Admin fee / account holder | $500 | $32,179-98.4% | $144,726-99.7% | $32,179-98.4% |