Filed January 19, 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 | $174,325 | $58,258+199.2% | $81,820+113.1% | $80,925+115.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 19.28% | 41.76%-22.5pp | 777.93%-758.7pp | 35.65%-16.4pp |
| Employer contribution / active EE | $15,770 | $2,345+572.4% | $2,915+441.0% | $2,756+472.2% |
| Participant deferral / active EE | $13,981 | $3,284+325.8% | $4,323+223.4% | $4,299+225.2% |
| Admin fee / account holder | $562 | $4,976-88.7% | $7,391-92.4% | $6,940-91.9% |