Filed April 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 | $55,878 | $64,311-13.1% | $57,356-2.6% | $125,389-55.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.07% | 25.14%-24.1pp | 24.41%-23.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $10,343 | $3,193+224.0% | $2,689+284.7% | $4,866+112.6% |
| Participant deferral / active EE | $3,322 | $3,846-13.6% | $3,162+5.1% | $5,352-37.9% |
| Admin fee / account holder | $375 | $5,243-92.8% | $3,357-88.8% | $9,541-96.1% |