Filed December 28, 2023
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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 | $49,595 | $91,537-45.8% | $130,045-61.9% | $75,173-34.0% |
| Participation rate | 95.0% | 71.5%+23.5pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 17.45% | -631.55%+649.0pp | -137.30%+154.8pp | 160.72%-143.3pp |
| Employer contribution / active EE | $3,350 | $2,845+17.8% | $4,321-22.5% | $2,671+25.4% |
| Participant deferral / active EE | $4,462 | $4,343+2.8% | $5,820-23.3% | $4,126+8.1% |
| Admin fee / account holder | $1,415 | $6,780-79.1% | $10,600-86.7% | $5,651-75.0% |