Filed April 13, 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 | $134,292 | $102,393+31.2% | $147,041-8.7% | $80,911+66.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 16.44% | 134.95%-118.5pp | 419.21%-402.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,329 | $3,715+16.5% | $4,935-12.3% | $2,756+57.1% |
| Participant deferral / active EE | $11,509 | $6,647+73.1% | $8,071+42.6% | $4,297+167.8% |
| Admin fee / account holder | $9,113 | $7,943+14.7% | $13,006-29.9% | $6,935+31.4% |