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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,708 | $197,627+32.4% | $177,839+47.2% | $158,988+64.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.50% | 58.77%-46.3pp | 48.33%-35.8pp | 303.00%-290.5pp |
| Employer contribution / active EE | $5,876 | $6,699-12.3% | $5,919-0.7% | $4,763+23.4% |
| Participant deferral / active EE | $9,216 | $8,405+9.6% | $7,714+19.5% | $5,983+54.0% |
| Admin fee / account holder | $3,417 | $15,408-77.8% | $12,432-72.5% | $11,252-69.6% |