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 | $53,016 | $49,239+7.7% | $70,462-24.8% | $79,858-33.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.17% | 30.08%-16.9pp | 109.08%-95.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,444 | $2,100+64.0% | $2,737+25.8% | $2,471+39.4% |
| Participant deferral / active EE | $4,276 | $2,769+54.4% | $3,710+15.3% | $3,740+14.3% |
| Admin fee / account holder | $5,091 | $2,876+77.0% | $3,845+32.4% | $5,306-4.1% |