Filed April 16, 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 | $32,955 | $81,476-59.6% | $102,383-67.8% | $80,925-59.3% |
| Participation rate | 95.7% | 66.8%+28.9pp | 74.5%+21.2pp | 67.7%+28.1pp |
| Annual return | 14.84% | 25.59%-10.8pp | 24.94%-10.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,063 | $3,105-33.6% | $3,870-46.7% | $2,756-25.2% |
| Participant deferral / active EE | $5,753 | $3,871+48.6% | $5,060+13.7% | $4,299+33.8% |
| Admin fee / account holder | $4,504 | $6,717-32.9% | $8,391-46.3% | $6,940-35.1% |