Filed June 9, 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 | $82,040 | $72,071+13.8% | $68,368+20.0% | $137,256-40.2% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 16.16% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,946 | $2,788+149.2% | $2,649+162.2% | $4,156+67.1% |
| Participant deferral / active EE | $8,678 | $4,410+96.8% | $4,123+110.5% | $6,407+35.5% |
| Admin fee / account holder | $10,830 | $5,336+103.0% | $5,150+110.3% | $12,270-11.7% |