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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 | $28,336 | $180,028-84.3% | $138,135-79.5% | $158,966-82.2% |
| Participation rate | 0.0% | 82.2%-82.2pp | 78.7%-78.7pp | 82.0%-82.0pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,538 | $17,912-41.2% | $11,856-11.1% | $11,250-6.3% |