Filed April 2, 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 | $83,423 | $89,370-6.7% | $141,197-40.9% | $72,976+14.3% |
| Participation rate | 76.4% | 75.1%+1.2pp | 82.5%-6.1pp | 69.5%+6.9pp |
| Annual return | 22.01% | 111.88%-89.9pp | 71.41%-49.4pp | 81.02%-59.0pp |
| Employer contribution / active EE | $3,124 | $3,115+0.3% | $4,736-34.0% | $2,440+28.0% |
| Participant deferral / active EE | $6,615 | $5,419+22.1% | $6,710-1.4% | $3,608+83.3% |
| Admin fee / account holder | $2,380 | $5,957-60.1% | $10,265-76.8% | $5,124-53.6% |