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 | $49,465 | $46,877+5.5% | $122,354-59.6% | $70,124-29.5% |
| Participation rate | 70.5% | 58.2%+12.2pp | 71.6%-1.2pp | 69.5%+0.9pp |
| Annual return | 14.40% | 24.22%-9.8pp | 30.28%-15.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,991 | $1,288+132.1% | $4,051-26.2% | $2,342+27.7% |
| Participant deferral / active EE | $2,851 | $2,167+31.6% | $3,287-13.3% | $3,332-14.4% |
| Admin fee / account holder | $6,712 | $3,324+101.9% | $5,479+22.5% | $4,645+44.5% |