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 | $102,996 | $54,370+89.4% | $82,763+24.4% | $68,490+50.4% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -10.06% | -13.67%+3.6pp | 702.45%-712.5pp | -7.85%-2.2pp |
| Employer contribution / active EE | $6,326 | $2,219+185.1% | $3,008+110.3% | $2,597+143.6% |
| Participant deferral / active EE | $3,694 | $3,247+13.8% | $4,395-16.0% | $4,028-8.3% |
| Admin fee / account holder | $2,330 | $4,398-47.0% | $5,325-56.2% | $5,403-56.9% |