Filed March 18, 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 | $117,676 | $58,311+101.8% | $81,882+43.7% | $80,959+45.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 10.59% | 41.85%-31.3pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $4,753 | $2,347+102.6% | $2,916+63.0% | $2,757+72.4% |
| Participant deferral / active EE | $6,545 | $3,287+99.1% | $4,323+51.4% | $4,300+52.2% |
| Admin fee / account holder | $1,614 | $4,752-66.0% | $7,360-78.1% | $6,925-76.7% |