Filed December 21, 2023 (most recent of 2 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 | $48,527 | $84,685-42.7% | $73,836-34.3% | $125,389-61.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.62% | 3123.80%-3124.4pp | 2268.06%-2268.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $4,637 | $3,123+48.5% | $2,787+66.4% | $4,866-4.7% |
| Participant deferral / active EE | $3,414 | $3,993-14.5% | $3,583-4.7% | $5,352-36.2% |
| Admin fee / account holder | $709 | $5,694-87.5% | $4,882-85.5% | $9,541-92.6% |