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 | $307,566 | $185,900+65.4% | $170,055+80.9% | $139,500+120.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.29% | 60.58%-39.3pp | 53.43%-32.1pp | 373.99%-352.7pp |
| Employer contribution / active EE | $7,553 | $7,597-0.6% | $6,790+11.2% | $4,755+58.8% |
| Participant deferral / active EE | $10,848 | $11,626-6.7% | $10,410+4.2% | $6,713+61.6% |
| Admin fee / account holder | $2,984 | $15,399-80.6% | $12,828-76.7% | $11,410-73.8% |