Filed December 18, 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 | $41,043 | $41,377-0.8% | $109,313-62.5% | $62,881-34.7% |
| Participation rate | 94.5% | 57.5%+37.0pp | 71.3%+23.3pp | 69.3%+25.2pp |
| Annual return | 5.63% | 11.05%-5.4pp | 22.07%-16.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,464 | $1,276+93.1% | $3,892-36.7% | $2,281+8.0% |
| Participant deferral / active EE | $2,178 | $2,045+6.5% | $3,166-31.2% | $3,203-32.0% |
| Admin fee / account holder | $457 | $2,884-84.1% | $5,666-91.9% | $4,296-89.4% |