Filed January 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 | $30,317 | $109,905-72.4% | $98,506-69.2% | $167,553-81.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.10% | 1960.20%-1949.1pp | 1494.92%-1483.8pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,825 | $4,674+46.0% | $4,277+59.6% | $6,343+7.6% |
| Admin fee / account holder | $9,983 | $6,760+47.7% | $5,955+67.7% | $12,316-18.9% |