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 | $64,693 | $32,037+101.9% | $69,182-6.5% | $62,881+2.9% |
| Participation rate | 84.6% | 43.4%+41.2pp | 55.1%+29.5pp | 69.3%+15.3pp |
| Annual return | 3.72% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,282 | $679+88.8% | $1,206+6.3% | $2,281-43.8% |
| Participant deferral / active EE | $5,257 | $1,185+343.5% | $1,897+177.1% | $3,203+64.1% |
| Admin fee / account holder | $3,311 | $2,608+26.9% | $2,697+22.8% | $4,296-22.9% |