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 | $34,321 | $176,077-80.5% | $159,455-78.5% | $167,518-79.5% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 16.96% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.7pp |
| Employer contribution / active EE | $2,063 | $5,298-61.1% | $4,830-57.3% | $4,838-57.4% |
| Participant deferral / active EE | $5,155 | $7,751-33.5% | $7,353-29.9% | $6,342-18.7% |
| Admin fee / account holder | $916 | $12,556-92.7% | $10,800-91.5% | $12,312-92.6% |