Filed April 23, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,881 | $100,060-80.1% | $149,721-86.7% | $70,126-71.6% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.1%-11.1pp | 69.5%+6.5pp |
| Annual return | 15.78% | 27.46%-11.7pp | 1501.67%-1485.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,296 | $3,661-64.6% | $5,444-76.2% | $2,343-44.7% |
| Participant deferral / active EE | $2,869 | $4,982-42.4% | $6,568-56.3% | $3,332-13.9% |
| Admin fee / account holder | $3,090 | $8,285-62.7% | $11,282-72.6% | $4,646-33.5% |