Filed April 15, 2025 (most recent of 8 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 | $130,349 | $52,519+148.2% | $155,789-16.3% | $59,633+118.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.03% | 53.51%-54.5pp | 71.54%-72.6pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $6,425 | $1,589+304.3% | $3,839+67.4% | $2,203+191.7% |
| Participant deferral / active EE | $7,368 | $3,084+138.9% | $4,798+53.6% | $3,192+130.8% |
| Admin fee / account holder | $3,237 | $3,540-8.6% | $7,477-56.7% | $4,297-24.7% |