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 | $52,442 | $39,132+34.0% | $57,196-8.3% | $62,881-16.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 14.00% | 9.24%+4.8pp | 14.59%-0.6pp | 20.14%-6.1pp |
| Employer contribution / active EE | $2,203 | $1,874+17.6% | $2,683-17.9% | $2,281-3.4% |
| Participant deferral / active EE | $6,895 | $2,374+190.4% | $3,096+122.7% | $3,203+115.3% |
| Admin fee / account holder | $4,857 | $2,594+87.3% | $3,141+54.7% | $4,296+13.1% |