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 | $68,852+67.1% | $120,524-4.5% | $80,925+42.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 13.35% | 23.67%-10.3pp | 107.36%-94.0pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,834 | $2,063+134.3% | $3,469+39.4% | $2,756+75.4% |
| Participant deferral / active EE | $3,702 | $3,187+16.2% | $4,994-25.9% | $4,299-13.9% |
| Admin fee / account holder | $16,543 | $5,781+186.2% | $9,440+75.3% | $6,940+138.4% |