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 | $69,158 | $59,834+15.6% | $79,576-13.1% | $68,495+1.0% |
| Participation rate | 93.9% | 61.1%+32.8pp | 69.5%+24.4pp | 67.9%+26.0pp |
| Annual return | -13.72% | -12.30%-1.4pp | 0.15%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,878 | $1,505+24.8% | $2,413-22.2% | $2,596-27.7% |
| Participant deferral / active EE | $3,016 | $3,024-0.3% | $3,985-24.3% | $4,028-25.1% |
| Admin fee / account holder | $691 | $4,835-85.7% | $6,834-89.9% | $5,403-87.2% |