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 | $105,508 | $58,851+79.3% | $115,170-8.4% | $72,975+44.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.53% | 23.16%-2.6pp | 35.60%-15.1pp | 81.01%-60.5pp |
| Employer contribution / active EE | $5,669 | $1,798+215.3% | $3,179+78.3% | $2,440+132.3% |
| Participant deferral / active EE | $4,599 | $2,643+74.0% | $4,169+10.3% | $3,608+27.5% |
| Admin fee / account holder | $4,260 | $6,370-33.1% | $7,089-39.9% | $5,124-16.9% |