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 | $140,156 | $57,330+144.5% | $86,656+61.7% | $75,177+86.4% |
| Participation rate | 91.3% | 63.2%+28.1pp | 71.7%+19.6pp | 67.2%+24.1pp |
| Annual return | 17.23% | 2675.40%-2658.2pp | 593.09%-575.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,868 | $2,316-19.4% | $3,025-38.3% | $2,671-30.1% |
| Participant deferral / active EE | $6,212 | $3,320+87.1% | $4,439+39.9% | $4,126+50.5% |
| Admin fee / account holder | $1,122 | $4,115-72.7% | $5,619-80.0% | $5,651-80.1% |