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.)
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 | $81,689 | $90,486-9.7% | $78,676+3.8% | $273,972-70.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.78% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,473 | $3,175+40.9% | $2,850+56.9% | $4,869-8.1% |
| Participant deferral / active EE | $6,944 | $3,901+78.0% | $3,517+97.5% | $5,287+31.3% |
| Admin fee / account holder | $7,669 | $5,263+45.7% | $4,510+70.0% | $10,133-24.3% |