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 | $338,305 | $209,873+61.2% | $189,534+78.5% | $167,560+101.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.37% | 748.71%-723.3pp | 555.39%-530.0pp | 478.94%-453.6pp |
| Employer contribution / active EE | $6,500 | $6,915-6.0% | $6,162+5.5% | $4,840+34.3% |
| Participant deferral / active EE | $9,902 | $8,934+10.8% | $8,220+20.5% | $6,343+56.1% |
| Admin fee / account holder | $2,091 | $14,301-85.4% | $12,049-82.6% | $12,317-83.0% |