Filed May 21, 2024 (most recent of 4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,517 | $138,102+65.5% | $125,381+82.3% | $134,532+69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.10% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $12,508 | $5,245+138.5% | $4,815+159.8% | $4,741+163.8% |
| Participant deferral / active EE | $11,527 | $7,801+47.8% | $7,448+54.8% | $6,401+80.1% |
| Admin fee / account holder | $1,742 | $11,568-84.9% | $10,007-82.6% | $11,429-84.8% |