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 | $25,391 | $98,776-74.3% | $149,745-83.0% | $79,856-68.2% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 15.87% | 27.38%-11.5pp | 276.72%-260.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,350 | $3,217-58.0% | $4,646-70.9% | $2,471-45.4% |
| Participant deferral / active EE | $3,200 | $5,681-43.7% | $6,843-53.2% | $3,741-14.5% |
| Admin fee / account holder | $1,739 | $6,053-71.3% | $9,312-81.3% | $5,306-67.2% |