Filed January 8, 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 | $45,338 | $88,702-48.9% | $81,780-44.6% | $145,978-68.9% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.4%+6.8pp | 80.3%-1.1pp |
| Annual return | 17.97% | 1029.12%-1011.2pp | 776.27%-758.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $2,529 | $3,084-18.0% | $2,914-13.2% | $4,662-45.7% |
| Participant deferral / active EE | $6,260 | $4,645+34.8% | $4,321+44.9% | $6,690-6.4% |
| Admin fee / account holder | $5,576 | $8,414-33.7% | $7,384-24.5% | $13,400-58.4% |