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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 | $88,624-93.2% | $8,071-25.7% | $88,624-93.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 83.2%+16.8pp | 75.4%+24.6pp |
| Annual return | 0.00% | 20.98%-21.0pp | 18.67%-18.7pp | 20.98%-21.0pp |
| Employer contribution / active EE | $0 | $10,539-100.0% | $0 | $10,539-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $453-100.0% | $4,086-100.0% |
| Admin fee / account holder | $500 | $970-48.4% | $607-17.7% | $970-48.4% |