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 | $137,071 | $57,312+139.2% | $86,617+58.2% | $75,181+82.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 27.54% | 2672.78%-2645.2pp | 591.91%-564.4pp | 160.69%-133.1pp |
| Employer contribution / active EE | $13,804 | $2,315+496.2% | $3,023+356.6% | $2,671+416.9% |
| Participant deferral / active EE | $12,918 | $3,319+289.2% | $4,437+191.1% | $4,126+213.1% |
| Admin fee / account holder | $2,082 | $4,114-49.4% | $5,613-62.9% | $5,650-63.1% |