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 | $58,234+102.1% | $81,783+43.9% | $80,874+45.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 10.59% | 41.70%-31.1pp | 775.05%-764.5pp | 35.62%-25.0pp |
| Employer contribution / active EE | $4,753 | $2,341+103.0% | $2,913+63.2% | $2,756+72.5% |
| Participant deferral / active EE | $6,545 | $3,283+99.4% | $4,320+51.5% | $4,297+52.3% |
| Admin fee / account holder | $1,614 | $4,982-67.6% | $7,380-78.1% | $6,935-76.7% |