Filed September 25, 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 | $58,776 | $54,541+7.8% | $78,778-25.4% | $70,126-16.2% |
| Participation rate | 97.4% | 60.8%+36.6pp | 69.2%+28.2pp | 69.5%+27.9pp |
| Annual return | 15.04% | 21.07%-6.0pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,618 | $1,089+48.6% | $1,986-18.5% | $2,343-30.9% |
| Participant deferral / active EE | $2,307 | $2,210+4.4% | $2,958-22.0% | $3,332-30.8% |
| Admin fee / account holder | $1,824 | $3,709-50.8% | $5,134-64.5% | $4,645-60.7% |