Filed July 4, 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 | $56,156 | $160,070-64.9% | $147,117-61.8% | $145,897-61.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.59% | 98.69%-85.1pp | 420.54%-407.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,574 | $5,285-51.3% | $4,932-47.8% | $4,663-44.8% |
| Participant deferral / active EE | $6,573 | $8,419-21.9% | $8,065-18.5% | $6,689-1.7% |
| Admin fee / account holder | $2,143 | $15,035-85.7% | $12,993-83.5% | $13,390-84.0% |