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 | $80,869 | $54,763+47.7% | $90,324-10.5% | $72,976+10.8% |
| Participation rate | 91.4% | 65.2%+26.3pp | 73.3%+18.1pp | 69.5%+21.9pp |
| Annual return | 16.11% | 30.63%-14.5pp | 78.15%-62.0pp | 81.02%-64.9pp |
| Employer contribution / active EE | $2,410 | $2,093+15.1% | $2,856-15.6% | $2,440-1.2% |
| Participant deferral / active EE | $2,864 | $2,887-0.8% | $3,885-26.3% | $3,608-20.6% |
| Admin fee / account holder | $2,709 | $3,973-31.8% | $5,356-49.4% | $5,124-47.1% |