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 | $89,259+57.2% | $107,187+30.9% | $82,637+69.8% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 15.48% | 21.02%-5.5pp | 204.55%-189.1pp | 53.51%-38.0pp |
| Employer contribution / active EE | $7,679 | $3,080+149.3% | $3,782+103.0% | $2,552+200.9% |
| Participant deferral / active EE | $9,216 | $4,037+128.3% | $5,096+80.8% | $4,126+123.4% |
| Admin fee / account holder | $9,787 | $7,381+32.6% | $9,162+6.8% | $7,339+33.4% |