Filed February 11, 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 | $146,239 | $65,434+123.5% | $98,483+48.5% | $85,847+70.3% |
| Participation rate | 86.2% | 65.0%+21.2pp | 73.3%+12.9pp | 69.3%+16.9pp |
| Annual return | 29.90% | 21.75%+8.2pp | 1494.38%-1464.5pp | 318.61%-288.7pp |
| Employer contribution / active EE | $3,531 | $2,169+62.8% | $2,961+19.3% | $2,565+37.7% |
| Participant deferral / active EE | $8,914 | $3,168+181.4% | $4,276+108.4% | $3,952+125.5% |
| Admin fee / account holder | $13,531 | $4,595+194.5% | $5,953+127.3% | $6,261+116.1% |