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 | $401,654 | $96,388+316.7% | $80,627+398.2% | $139,466+188.0% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 18.29% | 1352.08%-1333.8pp | 936.76%-918.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $15,672 | $3,260+380.8% | $2,723+475.6% | $4,754+229.7% |
| Participant deferral / active EE | $16,293 | $5,224+211.9% | $4,443+266.7% | $6,712+142.7% |
| Admin fee / account holder | $29,488 | $6,603+346.6% | $5,381+448.0% | $11,409+158.5% |