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.)
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 | $107,226 | $45,872+133.7% | $77,081+39.1% | $68,495+56.5% |
| Participation rate | 84.0% | 55.9%+28.1pp | 67.9%+16.1pp | 67.9%+16.1pp |
| Annual return | -16.39% | 1.73%-18.1pp | 42.33%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,125 | $1,650+89.5% | $2,813+11.1% | $2,596+20.4% |
| Participant deferral / active EE | $5,789 | $2,963+95.4% | $4,428+30.7% | $4,028+43.7% |
| Admin fee / account holder | $914 | $3,041-69.9% | $5,427-83.1% | $5,403-83.1% |