Filed September 23, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,318 | $45,566-13.7% | $64,105-38.7% | $59,633-34.1% |
| Participation rate | 78.0% | 60.2%+17.9pp | 68.2%+9.9pp | 68.7%+9.4pp |
| Annual return | -1.52% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,006 | $934+7.7% | $1,820-44.7% | $2,203-54.3% |
| Participant deferral / active EE | $2,729 | $2,057+32.7% | $2,822-3.3% | $3,192-14.5% |
| Admin fee / account holder | $1,859 | $3,268-43.1% | $4,499-58.7% | $4,297-56.7% |