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 | $47,479+26.2% | $62,929-4.8% | $82,448-27.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.02% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,330 | $1,885+76.6% | $2,505+33.0% | $2,551+30.5% |
| Participant deferral / active EE | $5,060 | $2,870+76.3% | $3,888+30.1% | $4,139+22.2% |
| Admin fee / account holder | $3,846 | $3,804+1.1% | $5,065-24.1% | $7,234-46.8% |