Filed March 19, 2024
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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 | $45,163 | $88,672-49.1% | $105,223-57.1% | $82,448-45.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.96% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,645 | $3,048+19.6% | $3,689-1.2% | $2,551+42.9% |
| Participant deferral / active EE | $6,502 | $4,036+61.1% | $5,072+28.2% | $4,139+57.1% |
| Admin fee / account holder | $1,051 | $7,146-85.3% | $8,859-88.1% | $7,234-85.5% |