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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,933 | $84,953+213.0% | $163,379+62.8% | $82,637+221.8% |
| Participation rate | 88.9% | 65.9%+22.9pp | 76.8%+12.1pp | 68.1%+20.8pp |
| Annual return | 14.19% | 23.07%-8.9pp | 63.41%-49.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $11,457 | $2,183+424.9% | $3,752+205.3% | $2,552+348.9% |
| Participant deferral / active EE | $8,764 | $4,326+102.6% | $6,282+39.5% | $4,126+112.4% |
| Admin fee / account holder | $8,152 | $7,921+2.9% | $9,818-17.0% | $7,339+11.1% |