Filed April 29, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $323,962 | $142,392+127.5% | $119,622+170.8% | $134,532+140.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.21% | -12.46%-8.8pp | -14.98%-6.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $22,247 | $5,224+325.9% | $4,232+425.7% | $4,741+369.2% |
| Participant deferral / active EE | $18,346 | $6,467+183.7% | $5,601+227.6% | $6,401+186.6% |
| Admin fee / account holder | $5,920 | $13,593-56.4% | $10,328-42.7% | $11,429-48.2% |