Filed May 21, 2024 (most recent of 4 filings on file)
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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 | $275,923 | $150,445+83.4% | $136,297+102.4% | $147,585+87.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.53% | 1049.14%-1035.6pp | 5156.16%-5142.6pp | 578.57%-565.0pp |
| Employer contribution / active EE | $16,372 | $5,256+211.5% | $4,696+248.7% | $4,876+235.7% |
| Participant deferral / active EE | $8,702 | $6,631+31.2% | $6,247+39.3% | $5,439+60.0% |
| Admin fee / account holder | $15,358 | $10,906+40.8% | $9,244+66.1% | $10,885+41.1% |