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 | $97,078+332.6% | $103,065+307.5% | $145,897+187.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 8.20% | 25.49%-17.3pp | 23.95%-15.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $25,771 | $6,601+290.4% | $6,625+289.0% | $6,689+285.3% |
| Admin fee / account holder | $191,923 | $12,505+1434.8% | $9,349+1952.9% | $13,390+1333.3% |