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 | $123,117 | $93,598+31.5% | $135,974-9.5% | $75,173+63.8% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 15.94% | 30.89%-14.9pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,440 | $3,538-2.8% | $4,859-29.2% | $2,671+28.8% |
| Participant deferral / active EE | $7,656 | $6,405+19.5% | $7,760-1.3% | $4,126+85.5% |
| Admin fee / account holder | $329 | $6,978-95.3% | $10,767-96.9% | $5,651-94.2% |