Filed January 22, 2024 (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 | $114,908 | $138,393-17.0% | $184,256-37.6% | $80,959+41.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 18.32% | 20.01%-1.7pp | 28.85%-10.5pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,244 | $4,847-53.7% | $6,427-65.1% | $2,757-18.6% |
| Participant deferral / active EE | $11,466 | $7,076+62.0% | $9,133+25.5% | $4,300+166.6% |
| Admin fee / account holder | $2,876 | $10,489-72.6% | $13,899-79.3% | $6,925-58.5% |