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 | $45,495 | $54,541-16.6% | $78,778-42.2% | $70,126-35.1% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 17.52% | 21.07%-3.6pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,616 | $1,089+140.4% | $1,986+31.8% | $2,343+11.7% |
| Participant deferral / active EE | $3,509 | $2,210+58.8% | $2,958+18.6% | $3,332+5.3% |
| Admin fee / account holder | $563 | $3,709-84.8% | $5,134-89.0% | $4,645-87.9% |