Filed April 22, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,009 | $97,751+329.7% | $103,447+306.0% | $145,877+187.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 25.43%-17.2pp | 23.92%-15.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,771 | $6,603+290.3% | $6,624+289.1% | $6,691+285.2% |
| Admin fee / account holder | $191,923 | $12,515+1433.5% | $9,415+1938.5% | $13,402+1332.0% |