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 | $60,763 | $76,551-20.6% | $123,894-51.0% | $62,881-3.4% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 10.74% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,469 | $2,882-49.1% | $4,617-68.2% | $2,281-35.6% |
| Participant deferral / active EE | $6,078 | $4,840+25.6% | $5,984+1.6% | $3,203+89.7% |
| Admin fee / account holder | $853 | $4,826-82.3% | $8,357-89.8% | $4,296-80.1% |