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 | $130,533 | $107,368+21.6% | $92,915+40.5% | $152,909-14.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 8.20% | 145.64%-137.4pp | 109.45%-101.3pp | 345.46%-337.3pp |
| Employer contribution / active EE | $6,044 | $4,222+43.1% | $3,653+65.4% | $4,764+26.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,909 | $7,082+25.8% | $5,796+53.7% | $11,601-23.2% |