Filed December 13, 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 | $36,852 | $100,139-63.2% | $85,187-56.7% | $145,884-74.7% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 11.55% | 84.15%-72.6pp | 66.67%-55.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,649 | $3,238-18.2% | $2,732-3.1% | $4,662-43.2% |
| Participant deferral / active EE | $7,183 | $5,296+35.6% | $4,525+58.7% | $6,690+7.4% |
| Admin fee / account holder | $11,349 | $7,262+56.3% | $6,162+84.2% | $13,392-15.3% |