Filed May 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 | $92,224 | $72,071+28.0% | $68,368+34.9% | $137,256-32.8% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 13.72% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,069 | $2,788+189.4% | $2,649+204.6% | $4,156+94.1% |
| Participant deferral / active EE | $7,027 | $4,410+59.3% | $4,123+70.4% | $6,407+9.7% |
| Admin fee / account holder | $7,375 | $5,336+38.2% | $5,150+43.2% | $12,270-39.9% |