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 | $67,849 | $114,712-40.9% | $173,730-60.9% | $87,485-22.4% |
| Participation rate | 86.8% | 73.0%+13.8pp | 79.6%+7.2pp | 68.9%+17.9pp |
| Annual return | 15.59% | 20.18%-4.6pp | 19.96%-4.4pp | 26.06%-10.5pp |
| Employer contribution / active EE | $5,981 | $2,904+106.0% | $4,577+30.7% | $2,596+130.4% |
| Participant deferral / active EE | $5,312 | $4,642+14.5% | $6,326-16.0% | $4,274+24.3% |
| Admin fee / account holder | $4,872 | $10,210-52.3% | $17,523-72.2% | $7,775-37.3% |