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 | $56,388 | $123,793-54.4% | $177,827-68.3% | $79,858-29.4% |
| Participation rate | 91.4% | 84.7%+6.8pp | 87.7%+3.7pp | 69.6%+21.8pp |
| Annual return | 17.85% | 22.82%-5.0pp | 48.32%-30.5pp | 31.72%-13.9pp |
| Employer contribution / active EE | $1,335 | $4,095-67.4% | $5,918-77.4% | $2,471-46.0% |
| Participant deferral / active EE | $2,928 | $5,956-50.8% | $7,713-62.0% | $3,740-21.7% |
| Admin fee / account holder | $4,435 | $7,243-38.8% | $12,429-64.3% | $5,306-16.4% |