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 | $190,509 | $69,012+176.1% | $160,009+19.1% | $68,486+178.2% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.3pp | 67.9%+24.4pp |
| Annual return | -15.37% | -9.65%-5.7pp | 408.85%-424.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $8,631 | $2,212+290.1% | $4,225+104.3% | $2,597+232.4% |
| Participant deferral / active EE | $7,552 | $4,212+79.3% | $6,183+22.1% | $4,028+87.5% |
| Admin fee / account holder | $5,779 | $4,798+20.4% | $8,715-33.7% | $5,404+6.9% |