Filed April 23, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,771 | $209,425-77.2% | $178,499-73.2% | $158,966-69.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 25.62% | 188.80%-163.2pp | 151.10%-125.5pp | 302.95%-277.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,748 | $5,955+30.1% | $5,202+48.9% | $5,983+29.5% |
| Admin fee / account holder | $5,335 | $17,078-68.8% | $13,986-61.9% | $11,250-52.6% |