Filed November 21, 2022 (most recent of 4 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 | $58,664 | $63,346-7.4% | $92,240-36.4% | $70,126-16.3% |
| Participation rate | 86.5% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 18.67% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $889 | $2,471-64.0% | $3,680-75.8% | $2,343-62.0% |
| Participant deferral / active EE | $5,385 | $2,854+88.7% | $3,897+38.2% | $3,332+61.6% |
| Admin fee / account holder | $5,739 | $3,841+49.4% | $5,194+10.5% | $4,645+23.5% |