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 | $100,073+249.1% | $85,126+310.4% | $145,877+139.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.35% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $13,648 | $3,236+321.7% | $2,731+399.7% | $4,663+192.7% |
| Participant deferral / active EE | $12,764 | $5,294+141.1% | $4,523+182.2% | $6,691+90.8% |
| Admin fee / account holder | $3,371 | $7,261-53.6% | $6,160-45.3% | $13,402-74.8% |