Filed May 6, 2025
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $123,239 | $97,732+26.1% | $83,831+47.0% | $135,380-9.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.35% | 1287.56%-1287.2pp | 850.99%-850.6pp | 519.81%-519.5pp |
| Employer contribution / active EE | $7,946 | $4,222+88.2% | $3,631+118.8% | $4,779+66.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,434 | $6,675+56.3% | $5,479+90.4% | $10,828-3.6% |