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 | $89,031 | $60,139+48.0% | $90,461-1.6% | $79,856+11.5% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 12.50% | 71.96%-59.5pp | 1294.76%-1282.3pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,999 | $2,069+45.0% | $3,264-8.1% | $2,471+21.4% |
| Participant deferral / active EE | $3,929 | $2,939+33.7% | $3,964-0.9% | $3,741+5.0% |
| Admin fee / account holder | $2,958 | $3,978-25.7% | $5,617-47.3% | $5,306-44.3% |