Filed August 14, 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 | $25,449 | $63,346-59.8% | $92,240-72.4% | $70,126-63.7% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.5pp | 69.5%+16.5pp |
| Annual return | 16.83% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $858 | $2,471-65.3% | $3,680-76.7% | $2,343-63.4% |
| Participant deferral / active EE | $1,885 | $2,854-34.0% | $3,897-51.6% | $3,332-43.4% |
| Admin fee / account holder | $3,075 | $3,841-19.9% | $5,194-40.8% | $4,645-33.8% |