Filed February 19, 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 | $79,129 | $106,749-25.9% | $145,433-45.6% | $82,448-4.0% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 108.23% | 27.59%+80.6pp | 66.58%+41.7pp | 41.64%+66.6pp |
| Employer contribution / active EE | $13,930 | $3,444+304.4% | $4,554+205.8% | $2,551+446.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,359 | $8,390-24.2% | $13,129-51.6% | $7,234-12.1% |