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 | $21,912 | $183,539-88.1% | $155,556-85.9% | $145,897-85.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.47% | 61.31%-46.8pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,629 | $5,315-69.3% | $4,675-65.2% | $4,663-65.1% |
| Participant deferral / active EE | $2,220 | $6,467-65.7% | $5,631-60.6% | $6,689-66.8% |
| Admin fee / account holder | $2,401 | $19,275-87.5% | $15,885-84.9% | $13,390-82.1% |