Filed May 14, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,755 | $160,040+45.4% | $147,096+58.2% | $145,877+59.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.05% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $12,070 | $5,289+128.2% | $4,936+144.5% | $4,663+158.8% |
| Participant deferral / active EE | $11,129 | $8,429+32.0% | $8,071+37.9% | $6,691+66.3% |
| Admin fee / account holder | $753 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |