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 | $100,218 | $65,434+53.2% | $98,483+1.8% | $85,847+16.7% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.3%+27.1pp |
| Annual return | 12.14% | 21.75%-9.6pp | 1494.38%-1482.2pp | 318.61%-306.5pp |
| Employer contribution / active EE | $3,193 | $2,169+47.2% | $2,961+7.9% | $2,565+24.5% |
| Participant deferral / active EE | $4,257 | $3,168+34.4% | $4,276-0.5% | $3,952+7.7% |
| Admin fee / account holder | $1,231 | $4,595-73.2% | $5,953-79.3% | $6,261-80.3% |