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.)
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 | $547,509 | $199,109+175.0% | $173,730+215.1% | $154,746+253.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.59% | 20.02%-0.4pp | 19.96%-0.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $21,080 | $5,311+296.9% | $4,577+360.5% | $4,379+381.4% |
| Participant deferral / active EE | $16,832 | $7,113+136.6% | $6,326+166.1% | $6,730+150.1% |
| Admin fee / account holder | $1,172 | $20,916-94.4% | $17,523-93.3% | $14,365-91.8% |