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 | $32,888 | $138,102-76.2% | $125,381-73.8% | $134,532-75.6% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -18.51% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,138 | $5,245-59.2% | $4,815-55.6% | $4,741-54.9% |
| Participant deferral / active EE | $5,896 | $7,801-24.4% | $7,448-20.8% | $6,401-7.9% |
| Admin fee / account holder | $1,541 | $11,568-86.7% | $10,007-84.6% | $11,429-86.5% |