Filed February 19, 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 | $40,505 | $60,352-32.9% | $74,185-45.4% | $62,881-35.6% |
| Participation rate | 74.3% | 72.7%+1.6pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 7.53% | 21.37%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $951 | $1,680-43.4% | $2,370-59.9% | $2,281-58.3% |
| Participant deferral / active EE | $2,496 | $2,856-12.6% | $3,550-29.7% | $3,203-22.1% |
| Admin fee / account holder | $2,349 | $4,261-44.9% | $5,586-57.9% | $4,296-45.3% |