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 | $83,514 | $88,754-5.9% | $81,820+2.1% | $145,877-42.8% |
| Participation rate | 84.2% | 75.1%+9.1pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 11.02% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $7,389 | $3,085+139.5% | $2,915+153.5% | $4,663+58.5% |
| Participant deferral / active EE | $7,479 | $4,648+60.9% | $4,323+73.0% | $6,691+11.8% |
| Admin fee / account holder | $5,116 | $8,424-39.3% | $7,391-30.8% | $13,402-61.8% |