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 | $58,234+61.5% | $81,783+15.0% | $80,874+16.3% |
| Participation rate | 67.9% | 63.4%+4.5pp | 72.4%-4.4pp | 67.6%+0.3pp |
| Annual return | 32.25% | 41.70%-9.5pp | 775.05%-742.8pp | 35.62%-3.4pp |
| Employer contribution / active EE | $2,951 | $2,341+26.0% | $2,913+1.3% | $2,756+7.1% |
| Participant deferral / active EE | $5,316 | $3,283+61.9% | $4,320+23.0% | $4,297+23.7% |
| Admin fee / account holder | $4,924 | $4,982-1.2% | $7,380-33.3% | $6,935-29.0% |