Filed October 11, 2024 (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 | $57,308 | $136,307-58.0% | $177,840-67.8% | $73,493-22.0% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.7%+10.3pp | 70.7%+27.4pp |
| Annual return | 24.43% | 18.68%+5.8pp | 48.32%-23.9pp | 28.51%-4.1pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,460 | $5,829+10.8% | $7,714-16.2% | $3,740+72.7% |
| Admin fee / account holder | $2,372 | $596+298.3% | $12,431-80.9% | $513+362.4% |