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 | $99,268 | $103,008-3.6% | $90,304+9.9% | $152,897-35.1% |
| Participation rate | 82.6% | 75.9%+6.7pp | 73.3%+9.3pp | 82.5%+0.2pp |
| Annual return | 20.36% | 95.22%-74.9pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $12,520 | $3,139+298.8% | $2,855+338.6% | $4,764+162.8% |
| Participant deferral / active EE | $4,832 | $4,281+12.9% | $3,885+24.4% | $5,851-17.4% |
| Admin fee / account holder | $2,050 | $6,175-66.8% | $5,354-61.7% | $11,599-82.3% |