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 | $27,563 | $111,830-75.4% | $93,696-70.6% | $145,884-81.1% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 12.71% | 204.08%-191.4pp | 133.74%-121.0pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,140 | $3,093-30.8% | $2,422-11.6% | $4,662-54.1% |
| Participant deferral / active EE | $6,458 | $4,920+31.3% | $4,417+46.2% | $6,690-3.5% |
| Admin fee / account holder | $5,400 | $10,249-47.3% | $8,287-34.8% | $13,392-59.7% |