Filed May 1, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,043 | $85,766-7.8% | $136,298-42.0% | $70,126+12.7% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 14.49% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $4,470 | $2,966+50.7% | $4,696-4.8% | $2,343+90.8% |
| Participant deferral / active EE | $8,731 | $5,051+72.8% | $6,247+39.8% | $3,332+162.1% |
| Admin fee / account holder | $2,900 | $5,421-46.5% | $9,244-68.6% | $4,645-37.6% |