Filed April 23, 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 | $63,661 | $77,816-18.2% | $123,552-48.5% | $64,173-0.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.50% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $208 | $3,014-93.1% | $4,628-95.5% | $2,381-91.3% |
| Participant deferral / active EE | $5,146 | $5,240-1.8% | $6,426-19.9% | $3,470+48.3% |
| Admin fee / account holder | $745 | $5,519-86.5% | $9,285-92.0% | $4,887-84.8% |