Filed January 6, 2025 (most recent of 5 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 | $45,641 | $87,132-47.6% | $105,624-56.8% | $80,959-43.6% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 17.58% | 17.03%+0.6pp | 116.20%-98.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $962 | $2,397-59.9% | $3,168-69.6% | $2,757-65.1% |
| Participant deferral / active EE | $3,452 | $3,985-13.4% | $5,013-31.1% | $4,300-19.7% |
| Admin fee / account holder | $952 | $8,449-88.7% | $10,961-91.3% | $6,925-86.3% |