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 | $40,783 | $77,908-47.7% | $149,696-72.8% | $75,173-45.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 17.57% | 31.73%-14.2pp | 134.46%-116.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $975 | $3,138-68.9% | $4,821-79.8% | $2,671-63.5% |
| Participant deferral / active EE | $5,449 | $3,411+59.8% | $5,682-4.1% | $4,126+32.1% |
| Admin fee / account holder | $2,677 | $5,950-55.0% | $13,212-79.7% | $5,651-52.6% |