Filed March 21, 2025 (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 | $118,362 | $88,707+33.4% | $74,184+59.6% | $273,972-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,617 | $3,159-17.2% | $2,370+10.4% | $4,869-46.2% |
| Participant deferral / active EE | $6,420 | $4,212+52.4% | $3,550+80.8% | $5,287+21.4% |
| Admin fee / account holder | $2,377 | $8,717-72.7% | $5,586-57.4% | $10,133-76.5% |