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 | $47,724 | $76,551-37.7% | $123,894-61.5% | $62,881-24.1% |
| Participation rate | 73.6% | 73.0%+0.6pp | 81.4%-7.8pp | 69.3%+4.3pp |
| Annual return | 7.65% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,297 | $2,882+14.4% | $4,617-28.6% | $2,281+44.5% |
| Participant deferral / active EE | $5,734 | $4,840+18.5% | $5,984-4.2% | $3,203+79.0% |
| Admin fee / account holder | $6,707 | $4,826+39.0% | $8,357-19.7% | $4,296+56.1% |