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 | $114,119+100.8% | $107,187+113.8% | $138,895+65.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 22.51% | 273.21%-250.7pp | 204.55%-182.0pp | 145.39%-122.9pp |
| Employer contribution / active EE | $13,287 | $4,059+227.4% | $3,782+251.3% | $4,194+216.8% |
| Participant deferral / active EE | $13,528 | $5,538+144.3% | $5,096+165.5% | $6,396+111.5% |
| Admin fee / account holder | $24,563 | $10,024+145.1% | $9,162+168.1% | $12,562+95.5% |