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 | $61,125+68.3% | $94,057+9.4% | $87,485+17.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.70% | 35.20%-21.5pp | 480.62%-466.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $10,016 | $2,136+368.8% | $2,933+241.5% | $2,596+285.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,374 | $5,629-75.6% | $7,244-81.0% | $7,775-82.3% |