Filed January 12, 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 | $111,403 | $150,447-26.0% | $136,298-18.3% | $147,586-24.5% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.12% | 1049.15%-1036.0pp | 5156.27%-5143.1pp | 578.59%-565.5pp |
| Employer contribution / active EE | $2,208 | $5,256-58.0% | $4,696-53.0% | $4,876-54.7% |
| Participant deferral / active EE | $4,851 | $6,631-26.8% | $6,247-22.3% | $5,439-10.8% |
| Admin fee / account holder | $452 | $10,906-95.9% | $9,244-95.1% | $10,886-95.8% |