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 | $99,677 | $54,355+83.4% | $82,744+20.5% | $68,486+45.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.31% | -13.67%-5.6pp | 702.22%-721.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $12,613 | $2,219+468.5% | $3,008+319.3% | $2,597+385.7% |
| Participant deferral / active EE | $12,128 | $3,246+273.6% | $4,395+176.0% | $4,028+201.1% |
| Admin fee / account holder | $11,587 | $4,397+163.5% | $5,325+117.6% | $5,404+114.4% |