Filed October 7, 2022 (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 | $74,153 | $138,393-46.4% | $184,256-59.8% | $80,959-8.4% |
| Participation rate | 93.3% | 83.9%+9.4pp | 86.8%+6.5pp | 67.7%+25.7pp |
| Annual return | 12.52% | 20.01%-7.5pp | 28.85%-16.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,833 | $4,847-62.2% | $6,427-71.5% | $2,757-33.5% |
| Participant deferral / active EE | $3,981 | $7,076-43.7% | $9,133-56.4% | $4,300-7.4% |
| Admin fee / account holder | $7,923 | $10,489-24.5% | $13,899-43.0% | $6,925+14.4% |