Filed August 16, 2023 (most recent of 6 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 | $49,353 | $72,177-31.6% | $115,038-57.1% | $59,633-17.2% |
| Participation rate | 87.2% | 72.6%+14.7pp | 81.4%+5.9pp | 68.7%+18.6pp |
| Annual return | 0.62% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,351 | $2,841-52.5% | $4,608-70.7% | $2,203-38.7% |
| Participant deferral / active EE | $5,576 | $4,783+16.6% | $6,026-7.5% | $3,192+74.7% |
| Admin fee / account holder | $1,392 | $4,927-71.7% | $8,175-83.0% | $4,297-67.6% |