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 | $94,386 | $65,566+44.0% | $86,235+9.5% | $75,177+25.6% |
| Participation rate | 93.2% | 60.5%+32.7pp | 69.0%+24.2pp | 67.2%+26.0pp |
| Annual return | 51.76% | 46.07%+5.7pp | 1170.03%-1118.3pp | 160.75%-109.0pp |
| Employer contribution / active EE | $6,383 | $1,553+311.0% | $2,381+168.1% | $2,671+139.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,667 | $5,470-69.5% | $6,856-75.7% | $5,651-70.5% |