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 | $90,422 | $150,447-39.9% | $136,298-33.7% | $147,586-38.7% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 13.15% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,269 | $5,256-56.8% | $4,696-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $4,501 | $6,631-32.1% | $6,247-28.0% | $5,439-17.2% |
| Admin fee / account holder | $12,561 | $10,906+15.2% | $9,244+35.9% | $10,886+15.4% |