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 | $107,421-26.3% | $182,262-56.6% | $94,015-15.8% |
| Participation rate | 97.4% | 77.8%+19.6pp | 84.2%+13.2pp | 70.8%+26.5pp |
| Annual return | 108.23% | 21.32%+86.9pp | 140.60%-32.4pp | 17.84%+90.4pp |
| Employer contribution / active EE | $13,930 | $3,448+304.0% | $5,046+176.1% | $2,790+399.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,359 | $8,692-26.8% | $16,712-62.0% | $8,951-29.0% |