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 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 20.32% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,686 | $4,636-63.6% | $4,154-59.4% | $4,156-59.4% |
| Participant deferral / active EE | $2,288 | $6,166-62.9% | $5,453-58.0% | $6,407-64.3% |
| Admin fee / account holder | $582 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |