Filed February 24, 2025
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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 | $64,553 | $157,296-59.0% | $141,191-54.3% | $152,897-57.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 24.54% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,295 | $5,262-37.4% | $4,736-30.4% | $4,764-30.8% |
| Participant deferral / active EE | $6,140 | $7,111-13.6% | $6,710-8.5% | $5,851+4.9% |
| Admin fee / account holder | $7,139 | $12,125-41.1% | $10,264-30.4% | $11,599-38.5% |