Filed June 4, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,313 | $54,380+387.9% | $68,509+287.3% | $59,633+344.9% |
| Participation rate | 91.9% | 70.2%+21.7pp | 74.7%+17.2pp | 68.7%+23.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $9,837 | $1,539+539.4% | $2,278+331.8% | $2,203+346.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,892 | $3,885-51.3% | $5,275-64.1% | $4,297-56.0% |