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 | $45,071 | $40,275+11.9% | $57,356-21.4% | $59,633-24.4% |
| Participation rate | 82.4% | 69.1%+13.2pp | 75.1%+7.3pp | 68.7%+13.7pp |
| Annual return | 2.40% | 27.52%-25.1pp | 24.41%-22.0pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $2,385 | $1,921+24.1% | $2,689-11.3% | $2,203+8.3% |
| Participant deferral / active EE | $3,225 | $2,400+34.4% | $3,162+2.0% | $3,192+1.0% |
| Admin fee / account holder | $1,281 | $2,820-54.6% | $3,357-61.9% | $4,297-70.2% |