Filed January 7, 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 | $74,207 | $100,060-25.8% | $149,721-50.4% | $70,126+5.8% |
| Participation rate | 91.8% | 83.6%+8.3pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 48.96% | 27.46%+21.5pp | 1501.67%-1452.7pp | 73.15%-24.2pp |
| Employer contribution / active EE | $1,808 | $3,661-50.6% | $5,444-66.8% | $2,343-22.8% |
| Participant deferral / active EE | $4,353 | $4,982-12.6% | $6,568-33.7% | $3,332+30.7% |
| Admin fee / account holder | $670 | $8,285-91.9% | $11,282-94.1% | $4,645-85.6% |