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 | $99,882 | $123,793-19.3% | $177,848-43.8% | $79,856+25.1% |
| Participation rate | 96.4% | 84.7%+11.8pp | 87.7%+8.7pp | 69.6%+26.8pp |
| Annual return | 12.73% | 22.82%-10.1pp | 48.33%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,039 | $4,095-25.8% | $5,919-48.6% | $2,471+23.0% |
| Participant deferral / active EE | $6,640 | $5,956+11.5% | $7,714-13.9% | $3,741+77.5% |
| Admin fee / account holder | $4,985 | $7,243-31.2% | $12,431-59.9% | $5,306-6.1% |