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 | $88,754+483.7% | $81,820+533.2% | $145,877+255.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1031.77%-1018.6pp | 777.93%-764.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $36,886 | $3,085+1095.5% | $2,915+1165.4% | $4,663+691.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,263 | $8,424-61.3% | $7,391-55.8% | $13,402-75.7% |