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 | $96,136+41.8% | $135,987+0.3% | $80,925+68.5% |
| Participation rate | 90.6% | 71.2%+19.4pp | 76.4%+14.2pp | 67.7%+23.0pp |
| Annual return | 12.09% | 28.70%-16.6pp | 580.01%-567.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,972 | $3,350+18.6% | $4,214-5.7% | $2,756+44.1% |
| Participant deferral / active EE | $5,696 | $5,706-0.2% | $7,027-18.9% | $4,299+32.5% |
| Admin fee / account holder | $6,927 | $8,236-15.9% | $6,716+3.1% | $6,940-0.2% |