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 | $50,525 | $48,364+4.5% | $71,796-29.6% | $62,881-19.6% |
| Participation rate | 76.7% | 60.6%+16.1pp | 69.1%+7.6pp | 69.3%+7.4pp |
| Annual return | 12.96% | 13.16%-0.2pp | 78.04%-65.1pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,138 | $1,042+9.2% | $1,924-40.9% | $2,281-50.1% |
| Participant deferral / active EE | $3,366 | $2,091+60.9% | $2,794+20.4% | $3,203+5.1% |
| Admin fee / account holder | $1,495 | $3,771-60.4% | $4,815-69.0% | $4,296-65.2% |