Filed October 25, 2023 (most recent of 3 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 | $59,918 | $50,554+18.5% | $67,681-11.5% | $87,485-31.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.02% | 17.81%-2.8pp | 590.58%-575.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,330 | $1,988+67.5% | $2,678+24.3% | $2,596+28.3% |
| Participant deferral / active EE | $5,060 | $2,961+70.9% | $3,976+27.3% | $4,274+18.4% |
| Admin fee / account holder | $3,846 | $4,132-6.9% | $6,100-36.9% | $7,775-50.5% |