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 | $146,076 | $91,559+59.5% | $133,978+9.0% | $79,856+82.9% |
| Participation rate | 66.0% | 73.3%-7.4pp | 79.8%-13.9pp | 69.6%-3.7pp |
| Annual return | 15.40% | 61.85%-46.5pp | 45.10%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,869 | $2,384-21.6% | $3,919-52.3% | $2,471-24.4% |
| Participant deferral / active EE | $5,667 | $3,734+51.8% | $5,047+12.3% | $3,741+51.5% |
| Admin fee / account holder | $4,308 | $6,321-31.8% | $8,930-51.8% | $5,306-18.8% |