Filed November 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,993 | $58,587-65.9% | $83,322-76.0% | $64,173-68.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -9.26% | 9.65%-18.9pp | 10.64%-19.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,026 | $2,098-3.4% | $3,379-40.0% | $2,381-14.9% |
| Participant deferral / active EE | $4,620 | $4,654-0.7% | $5,565-17.0% | $3,470+33.2% |
| Admin fee / account holder | $785 | $9,279-91.5% | $7,540-89.6% | $4,887-83.9% |