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 | $229,119 | $111,535+105.4% | $105,223+117.7% | $137,256+66.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 22.51% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $13,287 | $3,939+237.3% | $3,689+260.2% | $4,156+219.7% |
| Participant deferral / active EE | $13,528 | $5,500+146.0% | $5,072+166.7% | $6,407+111.1% |
| Admin fee / account holder | $24,563 | $9,721+152.7% | $8,859+177.3% | $12,270+100.2% |