Filed May 6, 2025
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Employer 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 | $200,092 | $87,546+128.6% | $75,784+164.0% | $125,389+59.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 7.48% | 13.49%-6.0pp | 9.68%-2.2pp | 282.24%-274.8pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,390 | $4,230+192.9% | $3,652+239.3% | $5,352+131.5% |
| Admin fee / account holder | $23,532 | $6,503+261.9% | $5,300+344.0% | $9,541+146.6% |