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 | $73,262 | $52,836+38.7% | $105,738-30.7% | $64,173+14.2% |
| Participation rate | 94.9% | 66.5%+28.4pp | 76.3%+18.6pp | 69.6%+25.3pp |
| Annual return | 3.50% | 14.30%-10.8pp | 6.27%-2.8pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,851 | $1,827+1.3% | $3,268-43.4% | $2,381-22.2% |
| Participant deferral / active EE | $4,819 | $2,545+89.3% | $4,080+18.1% | $3,470+38.9% |
| Admin fee / account holder | $1,736 | $3,959-56.1% | $6,913-74.9% | $4,887-64.5% |