Filed October 3, 2023 (most recent of 2 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 | $30,417 | $102,382-70.3% | $147,005-79.3% | $80,874-62.4% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 12.86% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,219 | $3,715-13.3% | $4,934-34.8% | $2,756+16.8% |
| Participant deferral / active EE | $3,427 | $6,646-48.4% | $8,070-57.5% | $4,297-20.2% |
| Admin fee / account holder | $3,359 | $7,942-57.7% | $13,006-74.2% | $6,935-51.6% |