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 | $232,543 | $78,013+198.1% | $178,449+30.3% | $80,911+187.4% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.6%+21.6pp |
| Annual return | 11.12% | 18.07%-6.9pp | 27.09%-16.0pp | 35.63%-24.5pp |
| Employer contribution / active EE | $9,188 | $2,287+301.8% | $3,951+132.6% | $2,756+233.4% |
| Participant deferral / active EE | $8,037 | $4,408+82.4% | $6,277+28.1% | $4,297+87.0% |
| Admin fee / account holder | $52,491 | $7,166+632.5% | $10,362+406.6% | $6,935+656.9% |