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 | $58,258+61.5% | $81,820+15.0% | $80,925+16.2% |
| Participation rate | 67.9% | 63.5%+4.5pp | 72.4%-4.5pp | 67.7%+0.3pp |
| Annual return | 32.25% | 41.76%-9.5pp | 777.93%-745.7pp | 35.65%-3.4pp |
| Employer contribution / active EE | $2,951 | $2,345+25.8% | $2,915+1.2% | $2,756+7.1% |
| Participant deferral / active EE | $5,316 | $3,284+61.9% | $4,323+23.0% | $4,299+23.7% |
| Admin fee / account holder | $4,924 | $4,976-1.1% | $7,391-33.4% | $6,940-29.0% |