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 | $29,401 | $85,171-65.5% | $172,753-83.0% | $72,976-59.7% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 21.19% | 27.32%-6.1pp | 803.00%-781.8pp | 81.02%-59.8pp |
| Employer contribution / active EE | $798 | $3,324-76.0% | $5,144-84.5% | $2,440-67.3% |
| Participant deferral / active EE | $4,146 | $3,260+27.2% | $5,198-20.2% | $3,608+14.9% |
| Admin fee / account holder | $3,824 | $5,880-35.0% | $13,956-72.6% | $5,124-25.4% |