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 | $21,907 | $64,706-66.1% | $112,244-80.5% | $68,498-68.0% |
| Participation rate | 93.9% | 67.1%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -15.91% | -11.40%-4.5pp | 27.46%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,919 | $2,746-30.1% | $3,635-47.2% | $2,596-26.1% |
| Participant deferral / active EE | $5,430 | $3,565+52.3% | $4,728+14.8% | $4,027+34.8% |
| Admin fee / account holder | $1,161 | $5,231-77.8% | $6,411-81.9% | $5,403-78.5% |