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 | $230,702 | $70,684+226.4% | $169,390+36.2% | $75,173+206.9% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.2%+18.8pp | 67.2%+28.8pp |
| Annual return | 14.83% | 36.38%-21.6pp | 406.07%-391.2pp | 160.72%-145.9pp |
| Employer contribution / active EE | $9,540 | $2,211+331.5% | $4,013+137.8% | $2,671+257.2% |
| Participant deferral / active EE | $8,609 | $4,310+99.8% | $6,222+38.3% | $4,126+108.6% |
| Admin fee / account holder | $805 | $5,404-85.1% | $9,015-91.1% | $5,651-85.8% |