Filed December 19, 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 | $47,564 | $77,817-38.9% | $123,553-61.5% | $64,173-25.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 5.34% | 12.49%-7.1pp | 119.21%-113.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $3,774 | $3,014+25.2% | $4,628-18.5% | $2,381+58.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,942 | $5,519-28.6% | $9,284-57.5% | $4,887-19.3% |