Filed March 25, 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 | $8,078 | $76,407-89.4% | $150,298-94.6% | $82,448-90.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 111.98% | 39.99%+72.0pp | 62.79%+49.2pp | 41.64%+70.3pp |
| Employer contribution / active EE | $2,544 | $2,614-2.7% | $4,154-38.8% | $2,551-0.3% |
| Participant deferral / active EE | $3,540 | $3,214+10.1% | $5,453-35.1% | $4,139-14.5% |
| Admin fee / account holder | $1,097 | $6,352-82.7% | $14,116-92.2% | $7,234-84.8% |