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 | $75,626 | $45,050+67.9% | $63,018+20.0% | $70,126+7.8% |
| Participation rate | 96.4% | 69.5%+26.9pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 16.64% | 18.76%-2.1pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $9,548 | $2,052+365.3% | $2,761+245.8% | $2,343+307.6% |
| Participant deferral / active EE | $3,360 | $2,466+36.3% | $3,330+0.9% | $3,332+0.9% |
| Admin fee / account holder | $9,017 | $2,834+218.2% | $3,601+150.4% | $4,645+94.1% |