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 | $70,666+226.5% | $169,385+36.2% | $75,181+206.9% |
| Participation rate | 96.0% | 64.8%+31.2pp | 77.2%+18.8pp | 67.2%+28.8pp |
| Annual return | 14.83% | 36.37%-21.5pp | 405.82%-391.0pp | 160.69%-145.9pp |
| Employer contribution / active EE | $9,540 | $2,210+331.7% | $4,012+137.8% | $2,671+257.2% |
| Participant deferral / active EE | $8,609 | $4,308+99.8% | $6,221+38.4% | $4,126+108.7% |
| Admin fee / account holder | $805 | $5,402-85.1% | $9,011-91.1% | $5,650-85.7% |