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.)
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 | $574,009 | $90,448+534.6% | $93,786+512.0% | $134,545+326.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.37% | -15.71%+1.3pp | -11.32%-3.0pp | 418.37%-432.7pp |
| Employer contribution / active EE | $21,738 | $4,349+399.9% | $4,328+402.3% | $4,742+358.5% |
| Participant deferral / active EE | $14,079 | $5,983+135.3% | $6,100+130.8% | $6,401+119.9% |
| Admin fee / account holder | $175,000 | $9,232+1795.5% | $7,184+2335.9% | $11,431+1431.0% |