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 | $131,098 | $56,054+133.9% | $171,082-23.4% | $62,881+108.5% |
| Participation rate | 90.6% | 62.9%+27.8pp | 76.7%+13.9pp | 69.3%+21.3pp |
| Annual return | 7.89% | 22.52%-14.6pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,923 | $1,731+242.1% | $4,002+48.0% | $2,281+159.7% |
| Participant deferral / active EE | $5,982 | $3,158+89.4% | $4,797+24.7% | $3,203+86.8% |
| Admin fee / account holder | $2,155 | $3,647-40.9% | $8,520-74.7% | $4,296-49.8% |