Filed March 14, 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 | $16,454 | $77,638-78.8% | $156,551-89.5% | $62,881-73.8% |
| Participation rate | 88.4% | 71.2%+17.2pp | 84.0%+4.4pp | 69.3%+19.1pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $642 | $3,444-81.4% | $5,501-88.3% | $2,281-71.8% |
| Participant deferral / active EE | $3,419 | $3,046+12.3% | $4,871-29.8% | $3,203+6.8% |
| Admin fee / account holder | $1,258 | $5,561-77.4% | $13,028-90.3% | $4,296-70.7% |