Filed December 28, 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 | $33,131 | $115,225-71.2% | $100,712-67.1% | $138,895-76.1% |
| Participation rate | 91.3% | 74.3%+17.0pp | 69.3%+22.0pp | 79.9%+11.4pp |
| Annual return | 56.78% | 40.35%+16.4pp | 33.27%+23.5pp | 145.39%-88.6pp |
| Employer contribution / active EE | $1,199 | $2,771-56.7% | $2,313-48.2% | $4,194-71.4% |
| Participant deferral / active EE | $4,975 | $4,699+5.9% | $4,085+21.8% | $6,396-22.2% |
| Admin fee / account holder | $5,126 | $10,844-52.7% | $9,256-44.6% | $12,562-59.2% |