Filed October 12, 2023
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,435 | $65,440-35.2% | $98,506-56.9% | $85,851-50.6% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.2pp | 69.3%+12.3pp |
| Annual return | 21.02% | 21.75%-0.7pp | 1494.92%-1473.9pp | 318.63%-297.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,288 | $3,168+130.1% | $4,277+70.4% | $3,952+84.4% |
| Admin fee / account holder | $4,980 | $4,596+8.4% | $5,955-16.4% | $6,261-20.5% |