Filed January 24, 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 | $93,180 | $54,355+71.4% | $82,744+12.6% | $68,486+36.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.17% | -13.67%+2.5pp | 702.22%-713.4pp | -7.85%-3.3pp |
| Employer contribution / active EE | $20,147 | $2,219+808.1% | $3,008+569.8% | $2,597+675.9% |
| Participant deferral / active EE | $14,319 | $3,246+341.1% | $4,395+225.8% | $4,028+255.5% |
| Admin fee / account holder | $2,507 | $4,397-43.0% | $5,325-52.9% | $5,404-53.6% |