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 | $29,733+159.0% | $56,025+37.5% | $80,959-4.9% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 9.18% | 35.28%-26.1pp | 1712.69%-1703.5pp | 35.67%-26.5pp |
| Employer contribution / active EE | $3,358 | $672+399.9% | $1,042+222.4% | $2,757+21.8% |
| Participant deferral / active EE | $7,245 | $1,229+489.3% | $1,955+270.7% | $4,300+68.5% |
| Admin fee / account holder | $5,014 | $2,434+106.0% | $2,828+77.3% | $6,925-27.6% |