Filed April 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 | $21,248 | $129,737-83.6% | $119,126-82.2% | $154,746-86.3% |
| Participation rate | 76.2% | 78.9%-2.7pp | 75.8%+0.4pp | 80.7%-4.5pp |
| Annual return | 34.75% | 379.08%-344.3pp | 282.11%-247.4pp | 172.34%-137.6pp |
| Employer contribution / active EE | $1,378 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $4,988 | $5,842-14.6% | $5,318-6.2% | $6,730-25.9% |
| Admin fee / account holder | $1,451 | $11,961-87.9% | $10,693-86.4% | $14,365-89.9% |