Filed December 17, 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 | $115,970 | $53,127+118.3% | $86,597+33.9% | $70,131+65.4% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 17.57% | 27.66%-10.1pp | 964.96%-947.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $12,926 | $2,068+525.0% | $2,840+355.2% | $2,342+451.8% |
| Participant deferral / active EE | $7,595 | $2,696+181.7% | $3,609+110.5% | $3,332+128.0% |
| Admin fee / account holder | $21,180 | $3,585+490.7% | $4,906+331.7% | $4,645+355.9% |