Filed March 25, 2025 (most recent of 2 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 | $68,682 | $123,793-44.5% | $177,848-61.4% | $79,856-14.0% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 11.65% | 22.82%-11.2pp | 48.33%-36.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,564 | $4,095-61.8% | $5,919-73.6% | $2,471-36.7% |
| Participant deferral / active EE | $3,478 | $5,956-41.6% | $7,714-54.9% | $3,741-7.0% |
| Admin fee / account holder | $2,634 | $7,243-63.6% | $12,431-78.8% | $5,306-50.4% |