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 | $63,667 | $92,766-31.4% | $82,763-23.1% | $134,545-52.7% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -14.02% | 946.97%-961.0pp | 702.45%-716.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $7,459 | $3,273+127.9% | $3,008+147.9% | $4,742+57.3% |
| Participant deferral / active EE | $8,173 | $4,802+70.2% | $4,395+86.0% | $6,401+27.7% |
| Admin fee / account holder | $2,747 | $5,978-54.1% | $5,325-48.4% | $11,431-76.0% |