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 | $357,558 | $114,093+213.4% | $96,171+271.8% | $167,536+113.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.53% | 190.00%-173.5pp | 192.04%-175.5pp | 478.82%-462.3pp |
| Employer contribution / active EE | $15,906 | $3,429+363.8% | $2,799+468.3% | $4,839+228.7% |
| Participant deferral / active EE | $16,071 | $5,197+209.3% | $4,350+269.4% | $6,342+153.4% |
| Admin fee / account holder | $376 | $6,899-94.6% | $5,538-93.2% | $12,315-97.0% |