Filed January 29, 2025 (most recent of 3 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,072 | $58,311+61.3% | $81,882+14.9% | $80,959+16.2% |
| Participation rate | 67.9% | 63.5%+4.4pp | 72.4%-4.5pp | 67.7%+0.3pp |
| Annual return | 32.25% | 41.85%-9.6pp | 779.47%-747.2pp | 35.67%-3.4pp |
| Employer contribution / active EE | $2,951 | $2,347+25.7% | $2,916+1.2% | $2,757+7.0% |
| Participant deferral / active EE | $5,316 | $3,287+61.7% | $4,323+23.0% | $4,300+23.6% |
| Admin fee / account holder | $4,924 | $4,752+3.6% | $7,360-33.1% | $6,925-28.9% |