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 | $70,366+426.9% | $66,674+456.0% | $138,895+166.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 41.68% | 386.41%-344.7pp | 321.24%-279.6pp | 145.39%-103.7pp |
| Employer contribution / active EE | $11,323 | $2,765+309.5% | $2,620+332.2% | $4,194+170.0% |
| Participant deferral / active EE | $11,520 | $4,374+163.4% | $4,084+182.1% | $6,396+80.1% |
| Admin fee / account holder | $49,783 | $5,262+846.0% | $5,098+876.5% | $12,562+296.3% |