Filed October 12, 2023
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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 | $102,889 | $69,590+47.9% | $136,867-24.8% | $94,015+9.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.70% | 19.62%-5.9pp | 42.97%-29.3pp | 17.84%-4.1pp |
| Employer contribution / active EE | $10,016 | $2,396+317.9% | $3,547+182.4% | $2,790+259.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,374 | $8,912-84.6% | $10,340-86.7% | $8,951-84.7% |