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 | $88,702-5.8% | $81,780+2.1% | $145,978-42.8% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.4%+11.8pp | 80.3%+3.9pp |
| Annual return | 11.02% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $7,389 | $3,084+139.6% | $2,914+153.6% | $4,662+58.5% |
| Participant deferral / active EE | $7,479 | $4,645+61.0% | $4,321+73.1% | $6,690+11.8% |
| Admin fee / account holder | $5,116 | $8,414-39.2% | $7,384-30.7% | $13,400-61.8% |