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 | $46,733 | $43,730+6.9% | $121,208-61.4% | $64,181-27.2% |
| Participation rate | 90.2% | 58.3%+31.9pp | 71.8%+18.5pp | 69.6%+20.7pp |
| Annual return | -6.63% | 68.94%-75.6pp | 16.93%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,078 | $1,297+137.4% | $4,023-23.5% | $2,381+29.3% |
| Participant deferral / active EE | $3,023 | $2,281+32.5% | $3,345-9.6% | $3,470-12.9% |
| Admin fee / account holder | $3,118 | $3,502-11.0% | $5,020-37.9% | $4,887-36.2% |