Filed May 6, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,934 | $106,008+19.7% | $92,240+37.6% | $147,586-14.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 6.77% | 50.05%-43.3pp | 176.29%-169.5pp | 578.59%-571.8pp |
| Employer contribution / active EE | $5,322 | $4,333+22.8% | $3,680+44.6% | $4,876+9.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,281 | $6,333-16.6% | $5,194+1.7% | $10,886-51.5% |