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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 | $1,678,608-86.8% | $1,649,201-86.6% | $483,350-54.2% |
| Participation rate | 0.0% | 94.7%-94.7pp | 94.8%-94.8pp | 89.0%-89.0pp |
| Annual return | 13.77% | -6.95%+20.7pp | -6.87%+20.6pp | 533.38%-519.6pp |
| Employer contribution / active EE | $0 | $14,775-100.0% | $16,292-100.0% | $9,034-100.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,734-100.0% | $6,196-100.0% |
| Admin fee / account holder | $671 | $183,436-99.6% | $177,666-99.6% | $41,445-98.4% |