Filed October 20, 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 | $65,549 | $109,359-40.1% | $162,177-59.6% | $72,975-10.2% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+17.0pp |
| Annual return | 22.96% | 25.46%-2.5pp | 115.60%-92.6pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,040 | $3,907-47.8% | $5,613-63.7% | $2,440-16.4% |
| Participant deferral / active EE | $5,048 | $5,481-7.9% | $7,297-30.8% | $3,608+39.9% |
| Admin fee / account holder | $2,773 | $7,972-65.2% | $10,843-74.4% | $5,124-45.9% |