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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,818 | $135,956-55.3% | $123,894-50.9% | $273,972-77.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.29% | 56.63%-53.3pp | 47.52%-44.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,750 | $5,170-66.1% | $4,617-62.1% | $4,869-64.0% |
| Participant deferral / active EE | $3,830 | $6,343-39.6% | $5,984-36.0% | $5,287-27.6% |
| Admin fee / account holder | $32,705 | $9,817+233.1% | $8,357+291.3% | $10,133+222.8% |