Filed December 23, 2024
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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 | $518,061 | $88,702+484.0% | $81,780+533.5% | $145,978+254.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $36,886 | $3,084+1095.9% | $2,914+1165.9% | $4,662+691.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,263 | $8,414-61.2% | $7,384-55.8% | $13,400-75.6% |