Filed December 27, 2024 (most recent of 3 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,342 | $100,203+248.6% | $85,240+309.8% | $145,897+139.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 84.28%-69.9pp | 66.75%-52.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $13,648 | $3,242+321.0% | $2,735+398.9% | $4,663+192.7% |
| Participant deferral / active EE | $12,764 | $5,299+140.9% | $4,527+182.0% | $6,689+90.8% |
| Admin fee / account holder | $3,371 | $7,265-53.6% | $6,165-45.3% | $13,390-74.8% |