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 | $106,524-25.7% | $152,301-48.0% | $87,485-9.6% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.4%+14.9pp | 68.9%+28.4pp |
| Annual return | 108.23% | 26.89%+81.3pp | 80.50%+27.7pp | 26.06%+82.2pp |
| Employer contribution / active EE | $13,930 | $3,371+313.2% | $4,624+201.2% | $2,596+436.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,359 | $8,287-23.3% | $14,398-55.8% | $7,775-18.2% |