Filed March 9, 2023 (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 | $33,582 | $53,128-36.8% | $86,581-61.2% | $70,124-52.1% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 22.45% | 27.66%-5.2pp | 965.06%-942.6pp | 73.14%-50.7pp |
| Employer contribution / active EE | $6,577 | $2,068+218.0% | $2,840+131.6% | $2,342+180.8% |
| Participant deferral / active EE | $4,539 | $2,695+68.4% | $3,609+25.8% | $3,332+36.2% |
| Admin fee / account holder | $1,887 | $3,584-47.3% | $4,904-61.5% | $4,645-59.4% |