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 | $90,467+534.5% | $93,759+512.2% | $134,509+326.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.37% | -15.72%+1.3pp | -11.33%-3.0pp | 418.13%-432.5pp |
| Employer contribution / active EE | $21,738 | $4,345+400.3% | $4,324+402.7% | $4,741+358.6% |
| Participant deferral / active EE | $14,079 | $5,980+135.4% | $6,096+131.0% | $6,400+120.0% |
| Admin fee / account holder | $175,000 | $9,258+1790.3% | $7,197+2331.4% | $11,427+1431.5% |