Filed January 22, 2025 (most recent of 5 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 | $73,459 | $57,828+27.0% | $117,039-37.2% | $70,126+4.8% |
| Participation rate | 92.6% | 67.1%+25.5pp | 77.2%+15.4pp | 69.5%+23.1pp |
| Annual return | 16.73% | 17.55%-0.8pp | 18.95%-2.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,826 | $1,816+0.6% | $3,785-51.8% | $2,343-22.1% |
| Participant deferral / active EE | $5,086 | $2,438+108.6% | $3,929+29.4% | $3,332+52.6% |
| Admin fee / account holder | $527 | $3,548-85.2% | $5,974-91.2% | $4,645-88.7% |