Filed January 13, 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 | $37,627 | $50,947-26.1% | $74,551-49.5% | $64,173-41.4% |
| Participation rate | 70.9% | 61.1%+9.8pp | 69.1%+1.7pp | 69.6%+1.3pp |
| Annual return | -4.45% | -1.85%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,493 | $1,115+33.8% | $1,961-23.9% | $2,381-37.3% |
| Participant deferral / active EE | $2,658 | $2,302+15.5% | $3,108-14.5% | $3,470-23.4% |
| Admin fee / account holder | $1,293 | $4,221-69.4% | $5,059-74.4% | $4,887-73.6% |