Filed May 11, 2023 (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 | $43,765 | $40,275+8.7% | $57,356-23.7% | $59,633-26.6% |
| Participation rate | 98.3% | 69.1%+29.2pp | 75.1%+23.2pp | 68.7%+29.6pp |
| Annual return | -0.48% | 27.52%-28.0pp | 24.41%-24.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,072 | $2,400+153.0% | $3,162+92.1% | $3,192+90.3% |
| Admin fee / account holder | $1,741 | $2,820-38.3% | $3,357-48.1% | $4,297-59.5% |