Filed October 9, 2024 (most recent of 2 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 | $44,594 | $76,551-41.7% | $123,894-64.0% | $62,881-29.1% |
| Participation rate | 79.3% | 73.0%+6.3pp | 81.4%-2.1pp | 69.3%+10.0pp |
| Annual return | 9.69% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $8,868 | $2,882+207.6% | $4,617+92.1% | $2,281+288.8% |
| Participant deferral / active EE | $4,431 | $4,840-8.5% | $5,984-26.0% | $3,203+38.3% |
| Admin fee / account holder | $8,162 | $4,826+69.1% | $8,357-2.3% | $4,296+90.0% |