Filed October 10, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,386 | $138,076-87.4% | $123,553-85.9% | $135,380-87.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $8,012 | $5,152+55.5% | $4,628+73.1% | $4,779+67.6% |
| Participant deferral / active EE | $4,086 | $6,800-39.9% | $6,426-36.4% | $5,609-27.2% |
| Admin fee / account holder | $2,026 | $10,917-81.4% | $9,284-78.2% | $10,828-81.3% |