Filed May 22, 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 | $140,352 | $88,672+58.3% | $105,223+33.4% | $82,448+70.2% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 15.48% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $7,679 | $3,048+151.9% | $3,689+108.2% | $2,551+201.0% |
| Participant deferral / active EE | $9,216 | $4,036+128.4% | $5,072+81.7% | $4,139+122.6% |
| Admin fee / account holder | $9,787 | $7,146+37.0% | $8,859+10.5% | $7,234+35.3% |