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 | $97,086 | $103,385-6.1% | $87,104+11.5% | $152,870-36.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.34% | 28.10%-10.8pp | 28.19%-10.9pp | 345.34%-328.0pp |
| Employer contribution / active EE | $6,486 | $3,220+101.4% | $2,521+157.2% | $4,763+36.2% |
| Participant deferral / active EE | $5,572 | $4,778+16.6% | $4,049+37.6% | $5,850-4.8% |
| Admin fee / account holder | $9,721 | $12,192-20.3% | $7,490+29.8% | $11,597-16.2% |