Filed December 26, 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 | $78,929 | $72,177+9.4% | $115,038-31.4% | $59,633+32.4% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,584 | $2,841-44.2% | $4,608-65.6% | $2,203-28.1% |
| Participant deferral / active EE | $4,108 | $4,783-14.1% | $6,026-31.8% | $3,192+28.7% |
| Admin fee / account holder | $40,403 | $4,927+720.0% | $8,175+394.2% | $4,297+840.3% |