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 | $58,638 | $54,541+7.5% | $78,778-25.6% | $70,126-16.4% |
| Participation rate | 76.4% | 60.8%+15.6pp | 69.2%+7.2pp | 69.5%+6.8pp |
| Annual return | 15.95% | 21.07%-5.1pp | 35.62%-19.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,167 | $1,089+7.2% | $1,986-41.2% | $2,343-50.2% |
| Participant deferral / active EE | $3,697 | $2,210+67.3% | $2,958+25.0% | $3,332+11.0% |
| Admin fee / account holder | $1,448 | $3,709-61.0% | $5,134-71.8% | $4,645-68.8% |