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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,168 | $45,833-73.5% | $63,018-80.7% | - |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.8%-74.8pp | - |
| Annual return | 13.29% | 9.16%+4.1pp | 87.62%-74.3pp | - |
| Employer contribution / active EE | $0 | $2,232-100.0% | $2,761-100.0% | - |
| Participant deferral / active EE | $0 | $1,887-100.0% | $3,330-100.0% | - |
| Admin fee / account holder | $1,216 | $3,306-63.2% | $3,601-66.2% | - |