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 | $201,952 | $227,597-11.3% | $189,575+6.5% | $167,536+20.5% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.4%+17.2pp | 82.1%+13.5pp |
| Annual return | 16.47% | 78.44%-62.0pp | 64.19%-47.7pp | 478.82%-462.3pp |
| Employer contribution / active EE | $9,899 | $5,316+86.2% | $4,412+124.4% | $4,839+104.6% |
| Participant deferral / active EE | $8,178 | $7,002+16.8% | $6,174+32.5% | $6,342+28.9% |
| Admin fee / account holder | $3,983 | $11,877-66.5% | $9,806-59.4% | $12,315-67.7% |