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 | $81,457-55.2% | $103,378-64.7% | $80,911-54.9% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 18.23% | 25.58%-7.3pp | 24.91%-6.7pp | 35.63%-17.4pp |
| Employer contribution / active EE | $509 | $3,107-83.6% | $3,870-86.8% | $2,756-81.5% |
| Participant deferral / active EE | $2,570 | $3,871-33.6% | $5,058-49.2% | $4,297-40.2% |
| Admin fee / account holder | $1,221 | $6,717-81.8% | $8,401-85.5% | $6,935-82.4% |