Filed January 30, 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 | $148,987 | $201,372-26.0% | $184,260-19.1% | $145,884+2.1% |
| Participation rate | 85.0% | 87.5%-2.5pp | 86.8%-1.8pp | 80.3%+4.7pp |
| Annual return | 13.55% | 29.04%-15.5pp | 28.84%-15.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $11,353 | $7,024+61.6% | $6,427+76.6% | $4,662+143.5% |
| Participant deferral / active EE | $9,540 | $9,808-2.7% | $9,133+4.5% | $6,690+42.6% |
| Admin fee / account holder | $13,569 | $16,362-17.1% | $13,898-2.4% | $13,392+1.3% |