Filed March 26, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,175 | $185,312-82.6% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 20.32% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,686 | $4,769-64.7% | $4,268-60.5% | $4,379-61.5% |
| Participant deferral / active EE | $2,288 | $6,350-64.0% | $5,630-59.4% | $6,730-66.0% |
| Admin fee / account holder | $582 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |