Filed March 14, 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 | $106,995 | $159,978-33.1% | $147,041-27.2% | $145,978-26.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 28.31% | 98.36%-70.1pp | 419.21%-390.9pp | 550.52%-522.2pp |
| Employer contribution / active EE | $10,339 | $5,288+95.5% | $4,935+109.5% | $4,662+121.8% |
| Participant deferral / active EE | $14,210 | $8,429+68.6% | $8,071+76.1% | $6,690+112.4% |
| Admin fee / account holder | $3,254 | $15,053-78.4% | $13,006-75.0% | $13,400-75.7% |