Filed April 12, 2024 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,014 | $29,667+159.6% | $56,441+36.5% | $80,874-4.8% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.18% | 35.22%-26.0pp | 1704.21%-1695.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $3,358 | $669+401.7% | $1,039+223.2% | $2,756+21.9% |
| Participant deferral / active EE | $7,245 | $1,227+490.7% | $1,953+271.0% | $4,297+68.6% |
| Admin fee / account holder | $5,014 | $2,429+106.4% | $2,829+77.2% | $6,935-27.7% |