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.)
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 | $53,106 | $27,632+92.2% | $61,452-13.6% | $68,486-22.5% |
| Participation rate | 98.4% | 39.5%+58.9pp | 52.6%+45.8pp | 67.9%+30.5pp |
| Annual return | -14.52% | -13.24%-1.3pp | 338.96%-353.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,090 | $696+344.0% | $1,160+166.5% | $2,597+19.0% |
| Participant deferral / active EE | $6,546 | $1,264+418.1% | $2,125+208.1% | $4,028+62.5% |
| Admin fee / account holder | $1,236 | $2,010-38.5% | $2,131-42.0% | $5,404-77.1% |