Filed August 1, 2024 (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 | $127,456 | $154,228-17.4% | $145,433-12.4% | $137,256-7.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.76% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $7,648 | $4,804+59.2% | $4,554+67.9% | $4,156+84.0% |
| Participant deferral / active EE | $13,203 | $8,216+60.7% | $7,897+67.2% | $6,407+106.1% |
| Admin fee / account holder | $10,688 | $14,344-25.5% | $13,129-18.6% | $12,270-12.9% |