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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,510 | $48,337+8.6% | $67,560-22.3% | $80,959-35.1% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.7%+30.8pp |
| Annual return | 11.78% | 18.26%-6.5pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,065 | $2,023+51.6% | $2,737+12.0% | $2,757+11.2% |
| Participant deferral / active EE | $4,159 | $2,928+42.0% | $4,004+3.9% | $4,300-3.3% |
| Admin fee / account holder | $5,606 | $3,695+51.7% | $3,994+40.4% | $6,925-19.1% |