Filed February 8, 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 | $65,704 | $49,177+33.6% | $79,467-17.3% | $64,173+2.4% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.6%+2.9pp |
| Annual return | 81.62% | -1.16%+82.8pp | 718.30%-636.7pp | 7.63%+74.0pp |
| Employer contribution / active EE | $973 | $2,076-53.1% | $2,800-65.2% | $2,381-59.1% |
| Participant deferral / active EE | $2,017 | $2,821-28.5% | $3,704-45.6% | $3,470-41.9% |
| Admin fee / account holder | $1,674 | $3,839-56.4% | $5,104-67.2% | $4,887-65.7% |