Filed February 10, 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 | $105,866 | $52,279+102.5% | $89,414+18.4% | $79,852+32.6% |
| Participation rate | 76.9% | 57.5%+19.4pp | 68.0%+8.9pp | 69.6%+7.3pp |
| Annual return | 9.46% | 22.16%-12.7pp | 245.50%-236.0pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,799 | $1,572+78.1% | $2,586+8.2% | $2,471+13.3% |
| Participant deferral / active EE | $5,305 | $2,740+93.6% | $3,890+36.4% | $3,740+41.8% |
| Admin fee / account holder | $4,020 | $3,356+19.8% | $4,883-17.7% | $5,306-24.2% |