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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 | $221,407 | $1,004,018-77.9% | $913,199-75.8% | $428,746-48.4% |
| Participation rate | 0.0% | 93.9%-93.9pp | 93.9%-93.9pp | 88.2%-88.2pp |
| Annual return | 13.77% | -6.12%+19.9pp | -5.65%+19.4pp | 331.92%-318.1pp |
| Employer contribution / active EE | $0 | $11,046-100.0% | $10,753-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $7,319-100.0% | $6,996-100.0% | $5,961-100.0% |
| Admin fee / account holder | $671 | $103,815-99.4% | $93,515-99.3% | $31,735-97.9% |