Filed October 28, 2023 (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 | $65,591 | $49,976+31.2% | $66,674-1.6% | $82,637-20.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 20.77% | 39.09%-18.3pp | 321.24%-300.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $5,204 | $1,988+161.7% | $2,620+98.6% | $2,552+103.9% |
| Participant deferral / active EE | $6,906 | $2,847+142.6% | $4,084+69.1% | $4,126+67.4% |
| Admin fee / account holder | $379 | $4,594-91.7% | $5,098-92.6% | $7,339-94.8% |