Filed March 14, 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 | $52,784 | $41,377+27.6% | $109,313-51.7% | $62,881-16.1% |
| Participation rate | 60.5% | 57.5%+2.9pp | 71.3%-10.8pp | 69.3%-8.8pp |
| Annual return | 8.46% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,721 | $1,276+34.9% | $3,892-55.8% | $2,281-24.5% |
| Participant deferral / active EE | $2,640 | $2,045+29.1% | $3,166-16.6% | $3,203-17.6% |
| Admin fee / account holder | $310 | $2,884-89.2% | $5,666-94.5% | $4,296-92.8% |