Filed January 15, 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 | $45,779 | $138,386-66.9% | $184,260-75.2% | $80,935-43.4% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.7%+28.7pp |
| Annual return | 19.30% | 20.02%-0.7pp | 28.84%-9.5pp | 35.66%-16.4pp |
| Employer contribution / active EE | $3,125 | $4,851-35.6% | $6,427-51.4% | $2,757+13.4% |
| Participant deferral / active EE | $6,762 | $7,076-4.4% | $9,133-26.0% | $4,299+57.3% |
| Admin fee / account holder | $5,078 | $10,489-51.6% | $13,898-63.5% | $6,924-26.7% |