Filed November 12, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,994 | $78,707+34.7% | $117,861-10.1% | $70,126+51.1% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 13.25% | 23.30%-10.0pp | 335.11%-321.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,360 | $2,223-38.8% | $3,786-64.1% | $2,343-41.9% |
| Participant deferral / active EE | $3,431 | $3,297+4.1% | $4,482-23.5% | $3,332+3.0% |
| Admin fee / account holder | $1,436 | $5,066-71.7% | $8,021-82.1% | $4,645-69.1% |