Filed February 28, 2024 (most recent of 3 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 | $115,068 | $68,880+67.1% | $120,580-4.6% | $80,959+42.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 13.35% | 23.68%-10.3pp | 107.48%-94.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,834 | $2,066+133.9% | $3,469+39.3% | $2,757+75.3% |
| Participant deferral / active EE | $3,702 | $3,191+16.0% | $4,995-25.9% | $4,300-13.9% |
| Admin fee / account holder | $16,543 | $5,785+186.0% | $9,418+75.6% | $6,925+138.9% |