Filed January 6, 2025
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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 | $21,691 | $88,754-75.6% | $81,820-73.5% | $145,877-85.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.96% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,354 | $3,085-56.1% | $2,915-53.6% | $4,663-71.0% |
| Participant deferral / active EE | $4,746 | $4,648+2.1% | $4,323+9.8% | $6,691-29.1% |
| Admin fee / account holder | $5,232 | $8,424-37.9% | $7,391-29.2% | $13,402-61.0% |