Filed December 4, 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 | $121,278 | $112,729+7.6% | $98,716+22.9% | $137,256-11.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.94% | 38.48%-26.5pp | 31.81%-19.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,899 | $2,725-30.3% | $2,279-16.7% | $4,156-54.3% |
| Participant deferral / active EE | $4,981 | $4,640+7.3% | $4,048+23.1% | $6,407-22.3% |
| Admin fee / account holder | $8,885 | $10,129-12.3% | $8,703+2.1% | $12,270-27.6% |