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 | $832,840 | $114,199+629.3% | $119,237+598.5% | $167,553+397.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.04% | 29.88%-20.8pp | 30.70%-21.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $16,449 | $4,480+267.2% | $4,383+275.3% | $4,840+239.9% |
| Participant deferral / active EE | $19,645 | $6,086+222.8% | $6,112+221.4% | $6,343+209.7% |
| Admin fee / account holder | $25,000 | $8,939+179.7% | $7,229+245.8% | $12,316+103.0% |