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 | $140,166 | $115,814+21.0% | $101,275+38.4% | $158,982-11.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 8.00% | 56.16%-48.2pp | 46.48%-38.5pp | 302.99%-295.0pp |
| Employer contribution / active EE | $7,843 | $4,176+87.8% | $3,660+114.3% | $4,763+64.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,041 | $7,249-85.6% | $5,948-82.5% | $11,252-90.8% |