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 | $114,877 | $100,911+13.8% | $90,440+27.0% | $158,966-27.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.78% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $12,827 | $3,690+247.6% | $3,263+293.1% | $4,762+169.3% |
| Participant deferral / active EE | $4,866 | $4,348+11.9% | $3,964+22.8% | $5,983-18.7% |
| Admin fee / account holder | $1,457 | $6,507-77.6% | $5,615-74.1% | $11,250-87.1% |