Filed April 4, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,725 | $114,013+225.2% | $103,693+257.5% | $155,188+138.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 41.68% | 49.31%-7.6pp | 47.61%-5.9pp | 148.84%-107.2pp |
| Employer contribution / active EE | $11,323 | $3,131+261.6% | $2,920+287.7% | $4,248+166.6% |
| Participant deferral / active EE | $11,520 | $4,970+131.8% | $4,579+151.6% | $6,531+76.4% |
| Admin fee / account holder | $49,783 | $8,407+492.2% | $7,858+533.5% | $14,480+243.8% |