Filed May 9, 2024 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,510 | $81,487-55.2% | $102,412-64.4% | $80,935-54.9% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 18.23% | 25.60%-7.4pp | 24.94%-6.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $509 | $3,103-83.6% | $3,870-86.8% | $2,757-81.5% |
| Participant deferral / active EE | $2,570 | $3,871-33.6% | $5,060-49.2% | $4,299-40.2% |
| Admin fee / account holder | $1,221 | $6,717-81.8% | $8,388-85.4% | $6,924-82.4% |