Filed April 2, 2024 (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 | $136,333 | $96,236+41.7% | $133,698+2.0% | $80,959+68.4% |
| Participation rate | 90.6% | 71.2%+19.4pp | 76.4%+14.2pp | 67.7%+23.0pp |
| Annual return | 12.09% | 28.74%-16.6pp | 580.90%-568.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,972 | $3,350+18.5% | $4,218-5.8% | $2,757+44.1% |
| Participant deferral / active EE | $5,696 | $5,709-0.2% | $7,016-18.8% | $4,300+32.5% |
| Admin fee / account holder | $6,927 | $8,250-16.0% | $6,703+3.3% | $6,9250% |