Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $225,394 | $184,000+22.5% | $162,185+39.0% | $152,914+47.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.46% | 150.80%-122.3pp | 115.61%-87.1pp | 345.48%-317.0pp |
| Employer contribution / active EE | $5,458 | $6,370-14.3% | $5,613-2.8% | $4,764+14.6% |
| Participant deferral / active EE | $8,864 | $8,033+10.4% | $7,297+21.5% | $5,852+51.5% |
| Admin fee / account holder | $3,750 | $13,124-71.4% | $10,844-65.4% | $11,601-67.7% |