Filed January 21, 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,014 | $91,439-53.0% | $135,974-68.4% | $71,511-39.8% |
| Participation rate | 89.9% | 75.7%+14.3pp | 81.9%+8.0pp | 67.9%+22.0pp |
| Annual return | 32.67% | 29.90%+2.8pp | 68.30%-35.6pp | 28.86%+3.8pp |
| Employer contribution / active EE | $2,815 | $3,705-24.0% | $4,859-42.1% | $2,589+8.7% |
| Participant deferral / active EE | $15,733 | $7,093+121.8% | $7,760+102.7% | $4,291+266.7% |
| Admin fee / account holder | $1,629 | $1,267+28.6% | $10,767-84.9% | $1,588+2.5% |